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
376
$4K ﹤0.01%
483
+13
377
$4K ﹤0.01%
93
+34
378
$4K ﹤0.01%
175
379
$4K ﹤0.01%
302
+8
380
$4K ﹤0.01%
102
+1
381
$4K ﹤0.01%
45
382
$4K ﹤0.01%
84
-62
383
$4K ﹤0.01%
157
384
$4K ﹤0.01%
170
385
$4K ﹤0.01%
78
+49
386
$4K ﹤0.01%
15
387
$4K ﹤0.01%
+856
388
$4K ﹤0.01%
+100
389
$4K ﹤0.01%
32
390
$4K ﹤0.01%
+26
391
$4K ﹤0.01%
54
392
$4K ﹤0.01%
400
393
$4K ﹤0.01%
24
394
$4K ﹤0.01%
45
395
$3K ﹤0.01%
483
396
$3K ﹤0.01%
69
+1
397
$3K ﹤0.01%
20
398
$3K ﹤0.01%
31
399
$3K ﹤0.01%
53
400
$3K ﹤0.01%
+161