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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.85B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,660
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$22.3M
3
+$19.7M
4
FNGU
MicroSectors FANG+ 3x Leveraged ETNs due Feb 17 2045
FNGU
+$13.9M
5
AAPL icon
Apple
AAPL
+$11.9M

Top Sells

1
+$19.1M
2
+$15M
3
+$11.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$6.82M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.6M

Sector Composition

1 Technology 16.08%
2 Financials 5.03%
3 Consumer Discretionary 4.53%
4 Industrials 3.51%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$4.83K ﹤0.01%
19
+18
2352
$4.82K ﹤0.01%
1,000
2353
$4.81K ﹤0.01%
66
2354
$4.79K ﹤0.01%
553
+280
2355
$4.78K ﹤0.01%
386
2356
$4.77K ﹤0.01%
69
+24
2357
$4.76K ﹤0.01%
55
+26
2358
$4.75K ﹤0.01%
12
2359
$4.75K ﹤0.01%
204
+121
2360
$4.74K ﹤0.01%
33
2361
$4.73K ﹤0.01%
328
2362
$4.72K ﹤0.01%
+101
2363
$4.71K ﹤0.01%
142
2364
$4.67K ﹤0.01%
526
+15
2365
$4.67K ﹤0.01%
144
2366
$4.66K ﹤0.01%
+199
2367
$4.65K ﹤0.01%
+294
2368
$4.64K ﹤0.01%
+46
2369
$4.62K ﹤0.01%
+200
2370
$4.62K ﹤0.01%
309
-37
2371
$4.61K ﹤0.01%
69
2372
$4.59K ﹤0.01%
594
-364
2373
$4.57K ﹤0.01%
77
2374
$4.57K ﹤0.01%
90
+28
2375
$4.56K ﹤0.01%
+66
93 94
95
96 97