LFG

Larson Financial Group Portfolio holdings

AUM $2.99B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.18%
2 Healthcare 1.72%
3 Communication Services 1.65%
4 Consumer Discretionary 1.49%
5 Industrials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$6K ﹤0.01%
165
352
$6K ﹤0.01%
+200
353
$6K ﹤0.01%
32
354
$6K ﹤0.01%
64
-52
355
$6K ﹤0.01%
141
356
$6K ﹤0.01%
154
357
$6K ﹤0.01%
1,531
358
$5K ﹤0.01%
57
359
$5K ﹤0.01%
+106
360
$5K ﹤0.01%
12
361
$5K ﹤0.01%
32
+1
362
$5K ﹤0.01%
159
363
$5K ﹤0.01%
146
364
$5K ﹤0.01%
150
365
$5K ﹤0.01%
80
366
$5K ﹤0.01%
+50
367
$5K ﹤0.01%
+50
368
$5K ﹤0.01%
+61
369
$5K ﹤0.01%
720
+5
370
$5K ﹤0.01%
60
+52
371
$5K ﹤0.01%
53
372
$5K ﹤0.01%
185
373
$4K ﹤0.01%
700
374
$4K ﹤0.01%
9
375
$4K ﹤0.01%
202
+5