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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
951
$2K ﹤0.01%
127
952
$2K ﹤0.01%
105
+24
953
$2K ﹤0.01%
+125
954
$2K ﹤0.01%
30
955
$2K ﹤0.01%
+20
956
$2K ﹤0.01%
+38
957
$2K ﹤0.01%
+9
958
$2K ﹤0.01%
+125
959
$2K ﹤0.01%
+6
960
$2K ﹤0.01%
+377
961
$2K ﹤0.01%
4,930
962
$2K ﹤0.01%
+25
963
$2K ﹤0.01%
5
964
$2K ﹤0.01%
48
-833
965
$2K ﹤0.01%
46
+26
966
$2K ﹤0.01%
+61
967
$2K ﹤0.01%
+51
968
$2K ﹤0.01%
+50
969
$2K ﹤0.01%
+4
970
$2K ﹤0.01%
226
+16
971
$2K ﹤0.01%
20
972
$2K ﹤0.01%
+100
973
$2K ﹤0.01%
8
974
$2K ﹤0.01%
+31
975
$2K ﹤0.01%
24
+22
37 38
39
40 41