LFG
Larson Financial Group Portfolio holdings
AUM
$2.49B
1-Year Return
16.5%
This Quarter Return
-5.75%
1 Year Return
+16.5%
3 Year Return
+57.18%
5 Year Return
+85.95%
10 Year Return
–
AUM
$703M
AUM Growth
+$125M
(+22%)
Cap. Flow
+$162M
Cap. Flow
% of AUM
22.99%
Top 10 Holdings %
Top 10 Hldgs %
37.92%
Holding
1,446
New
169
Increased
475
Reduced
199
Closed
39
Top Buys
| 1 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$7.52M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.22M |
| 3 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$3.95M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$3.84M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.82M |
Top Sells
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$6.08M |
| 2 |
FT Vest US Equity Buffer ETF October
FOCT
|
+$4.26M |
| 3 |
abrdn Physical Gold Shares ETF
SGOL
|
+$3.07M |
| 4 |
United States Oil Fund
USO
|
+$2.31M |
| 5 |
SPDR Portfolio TIPS ETF
SPIP
|
+$1.65M |
Sector Composition
| 1 | Technology | 5.66% |
| 2 | Healthcare | 4.14% |
| 3 | Financials | 4.09% |
| 4 | Energy | 3.2% |
| 5 | Consumer Discretionary | 3.19% |
