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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
2376
$4.55K ﹤0.01%
173
+157
2377
$4.54K ﹤0.01%
61
-10
2378
$4.54K ﹤0.01%
+326
2379
$4.54K ﹤0.01%
88
+62
2380
$4.52K ﹤0.01%
+1,440
2381
$4.52K ﹤0.01%
872
-189
2382
$4.52K ﹤0.01%
76
+71
2383
$4.51K ﹤0.01%
819
+522
2384
$4.51K ﹤0.01%
413
+54
2385
$4.5K ﹤0.01%
52
+50
2386
$4.48K ﹤0.01%
275
2387
$4.48K ﹤0.01%
120
+34
2388
$4.47K ﹤0.01%
57
+11
2389
$4.47K ﹤0.01%
180
+64
2390
$4.46K ﹤0.01%
158
+129
2391
$4.46K ﹤0.01%
74
-10
2392
$4.44K ﹤0.01%
+108
2393
$4.4K ﹤0.01%
166
+30
2394
$4.4K ﹤0.01%
86
+74
2395
$4.37K ﹤0.01%
167
2396
$4.37K ﹤0.01%
130
-12
2397
$4.36K ﹤0.01%
122
+99
2398
$4.32K ﹤0.01%
112
+100
2399
$4.32K ﹤0.01%
225
+7
2400
$4.3K ﹤0.01%
20
+10
94 95
96
97 98