LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,912
New
Increased
Reduced
Closed

Top Buys

1 +$30.3M
2 +$7.75M
3 +$6.24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.84M

Sector Composition

1 Technology 7.18%
2 Healthcare 3.64%
3 Industrials 3.49%
4 Financials 3.41%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$74.6K 0.01%
974
+6
602
$73.2K 0.01%
1,529
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603
$72.3K 0.01%
766
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$72.1K 0.01%
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$71.9K 0.01%
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606
$71.5K 0.01%
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607
$71.5K 0.01%
526
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$71.4K 0.01%
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609
$71.3K 0.01%
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610
$71K 0.01%
835
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$70.9K 0.01%
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612
$70.9K 0.01%
286
613
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$70.2K 0.01%
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$69.7K 0.01%
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$69.1K 0.01%
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$68.6K 0.01%
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$68.2K 0.01%
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$67.6K 0.01%
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622
$66.9K 0.01%
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$66.8K 0.01%
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624
$66.5K 0.01%
356
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$66.4K 0.01%
2,732