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
751
$15.6K ﹤0.01%
348
752
$15.6K ﹤0.01%
440
753
$15.5K ﹤0.01%
+580
754
$15.5K ﹤0.01%
46
+7
755
$15.5K ﹤0.01%
+592
756
$15.3K ﹤0.01%
109
757
$15.1K ﹤0.01%
178
758
$15K ﹤0.01%
489
+15
759
$14.9K ﹤0.01%
367
760
$14.9K ﹤0.01%
+800
761
$14.9K ﹤0.01%
+512
762
$14.8K ﹤0.01%
362
763
$14.8K ﹤0.01%
1,115
+815
764
$14.8K ﹤0.01%
406
765
$14.8K ﹤0.01%
12,849
766
$14.6K ﹤0.01%
366
+6
767
$14.6K ﹤0.01%
185
768
$14.4K ﹤0.01%
96
+32
769
$14.4K ﹤0.01%
140
770
$14.4K ﹤0.01%
341
+2
771
$14.1K ﹤0.01%
+1,067
772
$14K ﹤0.01%
43
773
$14K ﹤0.01%
15,825
774
$14K ﹤0.01%
343
+1
775
$13.9K ﹤0.01%
1,323
+377