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
851
$10.3K ﹤0.01%
225
852
$10.3K ﹤0.01%
460
+300
853
$10.3K ﹤0.01%
105
854
$10.2K ﹤0.01%
22
855
$10.1K ﹤0.01%
+152
856
$10.1K ﹤0.01%
+151
857
$10.1K ﹤0.01%
26
858
$9.96K ﹤0.01%
130
+52
859
$9.87K ﹤0.01%
+300
860
$9.83K ﹤0.01%
260
861
$9.82K ﹤0.01%
277
862
$9.79K ﹤0.01%
419
+2
863
$9.79K ﹤0.01%
209
+1
864
$9.73K ﹤0.01%
20
-19
865
$9.71K ﹤0.01%
148
866
$9.67K ﹤0.01%
89
+1
867
$9.65K ﹤0.01%
117
868
$9.63K ﹤0.01%
361
869
$9.62K ﹤0.01%
300
870
$9.59K ﹤0.01%
293
871
$9.58K ﹤0.01%
184
872
$9.57K ﹤0.01%
108
873
$9.56K ﹤0.01%
+292
874
$9.5K ﹤0.01%
+112
875
$9.46K ﹤0.01%
86