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
801
$12.3K ﹤0.01%
73
802
$12.3K ﹤0.01%
68
803
$12.3K ﹤0.01%
60
804
$12.3K ﹤0.01%
140
805
$12.2K ﹤0.01%
578
+6
806
$12.2K ﹤0.01%
819
807
$12.2K ﹤0.01%
116
808
$12.1K ﹤0.01%
400
809
$12K ﹤0.01%
52
810
$11.9K ﹤0.01%
782
+5
811
$11.9K ﹤0.01%
86
812
$11.9K ﹤0.01%
335
-37
813
$11.9K ﹤0.01%
287
+1
814
$11.8K ﹤0.01%
166
+1
815
$11.8K ﹤0.01%
141
+1
816
$11.7K ﹤0.01%
900
+9
817
$11.7K ﹤0.01%
200
818
$11.7K ﹤0.01%
+382
819
$11.7K ﹤0.01%
+912
820
$11.7K ﹤0.01%
720
821
$11.6K ﹤0.01%
251
822
$11.6K ﹤0.01%
73
823
$11.4K ﹤0.01%
130
824
$11.4K ﹤0.01%
675
825
$11.4K ﹤0.01%
+138