LFG
Larson Financial Group Portfolio holdings
AUM
$2.85B
1-Year Est. Return
18.84%
1 Year Est. Return
+18.84%
AUM
$2.49B
AUM Growth
+$385M
(+18%)
Holding
3,505
Top Buys
| 1 | +$84.1M | |
| 2 | +$35.1M | |
| 3 | +$34.7M | |
| 4 |
Franklin US Mid Cap Multifactor Index ETF
FLQM
|
+$25.7M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$21.4M |
Top Sells
| 1 | +$73.1M | |
| 2 | +$21.1M | |
| 3 | +$19.4M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$17.3M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$15.8M |
Sector Composition
| 1 | Technology | 13.87% |
| 2 | Financials | 5.09% |
| 3 | Consumer Discretionary | 4.66% |
| 4 | Industrials | 3.55% |
| 5 | Healthcare | 3.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3501
Haverty Furniture Companies
HVT
$407M
| – | – |
-3
|
|
||
3502
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.6B
| – | – |
-268
|
|
||
3503
Hyliion Holdings
HYLN
$324M
| – | – |
-20
|
|
||
3504
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.76B
| – | – |
-45
|
|
||
3505
Integra LifeSciences
IART
$1.05B
| – | – |
-628
|
|