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
$835M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Sells

1 +$14M
2 +$8.67M
3 +$8.1M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.89M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.67M

Sector Composition

1 Technology 5.2%
2 Healthcare 4.14%
3 Financials 3.83%
4 Consumer Discretionary 3.05%
5 Energy 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$19.2K ﹤0.01%
208
+2
702
$19K ﹤0.01%
466
703
$18.9K ﹤0.01%
1,568
+28
704
$18.8K ﹤0.01%
340
705
$18.7K ﹤0.01%
309
706
$18.7K ﹤0.01%
230
707
$18.7K ﹤0.01%
471
708
$18.7K ﹤0.01%
225
+125
709
$18.6K ﹤0.01%
154
710
$18.6K ﹤0.01%
34
711
$18.5K ﹤0.01%
148
712
$18.4K ﹤0.01%
4
713
$18.3K ﹤0.01%
86
714
$18.3K ﹤0.01%
138
+1
715
$18.2K ﹤0.01%
806
+7
716
$17.9K ﹤0.01%
412
+2
717
$17.9K ﹤0.01%
285
718
$17.8K ﹤0.01%
919
+8
719
$17.7K ﹤0.01%
156
720
$17.6K ﹤0.01%
598
721
$17.6K ﹤0.01%
167
+7
722
$17.6K ﹤0.01%
55
-10
723
$17.6K ﹤0.01%
221
724
$17.4K ﹤0.01%
199
+1
725
$17.4K ﹤0.01%
280
+35