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
726
$17.3K ﹤0.01%
700
727
$17.1K ﹤0.01%
+557
728
$17K ﹤0.01%
373
+9
729
$17K ﹤0.01%
107
730
$17K ﹤0.01%
+519
731
$16.9K ﹤0.01%
+507
732
$16.9K ﹤0.01%
248
+1
733
$16.9K ﹤0.01%
163
734
$16.9K ﹤0.01%
525
735
$16.8K ﹤0.01%
502
+2
736
$16.8K ﹤0.01%
446
-193
737
$16.8K ﹤0.01%
1,319
738
$16.8K ﹤0.01%
243
+43
739
$16.5K ﹤0.01%
201
+1
740
$16.4K ﹤0.01%
715
741
$16.2K ﹤0.01%
62
+6
742
$16.2K ﹤0.01%
98
743
$16.1K ﹤0.01%
140
+1
744
$16K ﹤0.01%
84
745
$16K ﹤0.01%
141
746
$15.9K ﹤0.01%
606
-406
747
$15.7K ﹤0.01%
81
748
$15.7K ﹤0.01%
420
-90
749
$15.7K ﹤0.01%
117
750
$15.6K ﹤0.01%
2,300