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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$630M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,205
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$5.01M
3
+$4.82M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$4.53M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.78M

Top Sells

1
+$2.48M
2
+$1.65M
3
+$928K
4
AKAM icon
Akamai
AKAM
+$627K
5
MO icon
Altria Group
MO
+$494K

Sector Composition

1 Technology 4.78%
2 Consumer Discretionary 2.22%
3 Healthcare 1.44%
4 Industrials 1.18%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
259
927
$2K ﹤0.01%
21
+20
928
$2K ﹤0.01%
39
+35
929
$2K ﹤0.01%
+20
930
$2K ﹤0.01%
+100
931
$2K ﹤0.01%
+100
932
$2K ﹤0.01%
46
933
$2K ﹤0.01%
+35
934
$2K ﹤0.01%
42
935
$2K ﹤0.01%
+41
936
$2K ﹤0.01%
28
937
$2K ﹤0.01%
100
938
$2K ﹤0.01%
6
939
$2K ﹤0.01%
35
+20
940
$2K ﹤0.01%
10
941
$2K ﹤0.01%
17
942
$2K ﹤0.01%
+83
943
$2K ﹤0.01%
+26
944
$2K ﹤0.01%
19
945
$2K ﹤0.01%
63
-393
946
$2K ﹤0.01%
+25
947
$2K ﹤0.01%
79
948
$2K ﹤0.01%
+18
949
$2K ﹤0.01%
+8
950
$2K ﹤0.01%
+20
36 37
38
39 40