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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
2426
$3.91K ﹤0.01%
100
+84
2427
$3.91K ﹤0.01%
29
+7
2428
$3.9K ﹤0.01%
86
+82
2429
$3.88K ﹤0.01%
408
+15
2430
$3.87K ﹤0.01%
200
2431
$3.87K ﹤0.01%
42
+17
2432
$3.87K ﹤0.01%
232
2433
$3.86K ﹤0.01%
316
+275
2434
$3.85K ﹤0.01%
24
+2
2435
$3.85K ﹤0.01%
220
+196
2436
$3.85K ﹤0.01%
11
-11
2437
$3.85K ﹤0.01%
66
-89
2438
$3.84K ﹤0.01%
29
+12
2439
$3.84K ﹤0.01%
138
-28
2440
$3.83K ﹤0.01%
86
2441
$3.82K ﹤0.01%
42
2442
$3.82K ﹤0.01%
149
+144
2443
$3.82K ﹤0.01%
26
-3
2444
$3.78K ﹤0.01%
54
-102
2445
$3.76K ﹤0.01%
26
-14
2446
$3.76K ﹤0.01%
71
+33
2447
$3.76K ﹤0.01%
133
+106
2448
$3.76K ﹤0.01%
474
-422
2449
$3.75K ﹤0.01%
164
+3
2450
$3.74K ﹤0.01%
174
-728
96 97
98
99 100