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
$1.29B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,912
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.75M
3
+$6.24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.84M

Top Sells

1
+$13.3M
2
+$5.3M
3
+$5.05M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.27M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.1M

Sector Composition

1 Technology 7.18%
2 Healthcare 3.64%
3 Industrials 3.49%
4 Financials 3.41%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$21.2K ﹤0.01%
208
-13
877
$21K ﹤0.01%
226
-511
878
$20.9K ﹤0.01%
972
879
$20.9K ﹤0.01%
868
+12
880
$20.8K ﹤0.01%
319
-77
881
$20.4K ﹤0.01%
348
882
$20.4K ﹤0.01%
300
883
$20.4K ﹤0.01%
383
+124
884
$20.3K ﹤0.01%
141
+1
885
$20K ﹤0.01%
1,677
-89
886
$20K ﹤0.01%
95
-12
887
$19.9K ﹤0.01%
+1,000
888
$19.9K ﹤0.01%
387
889
$19.7K ﹤0.01%
289
+20
890
$19.6K ﹤0.01%
57
+56
891
$19.6K ﹤0.01%
+169
892
$19.5K ﹤0.01%
285
893
$19.4K ﹤0.01%
158
+1
894
$19.2K ﹤0.01%
129
+82
895
$19.1K ﹤0.01%
518
896
$18.9K ﹤0.01%
45
-19
897
$18.9K ﹤0.01%
461
+75
898
$18.8K ﹤0.01%
303
+3
899
$18.7K ﹤0.01%
406
900
$18.6K ﹤0.01%
91
+16
34 35
36
37 38