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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
2451
$3.74K ﹤0.01%
46
-28
2452
$3.73K ﹤0.01%
223
+2
2453
$3.71K ﹤0.01%
200
-19
2454
$3.69K ﹤0.01%
69
-5
2455
$3.69K ﹤0.01%
31
-5
2456
$3.69K ﹤0.01%
25
-8
2457
$3.67K ﹤0.01%
192
2458
$3.67K ﹤0.01%
42
2459
$3.66K ﹤0.01%
115
+90
2460
$3.65K ﹤0.01%
563
+15
2461
$3.63K ﹤0.01%
+329
2462
$3.63K ﹤0.01%
+253
2463
$3.63K ﹤0.01%
29
2464
$3.61K ﹤0.01%
158
+123
2465
$3.6K ﹤0.01%
68
2466
$3.6K ﹤0.01%
1,011
2467
$3.6K ﹤0.01%
49
2468
$3.59K ﹤0.01%
51
2469
$3.58K ﹤0.01%
17
-6
2470
$3.56K ﹤0.01%
61
2471
$3.56K ﹤0.01%
42
+12
2472
$3.55K ﹤0.01%
+20
2473
$3.54K ﹤0.01%
782
-5,197
2474
$3.54K ﹤0.01%
27
2475
$3.51K ﹤0.01%
42
-7
97 98
99
100 101