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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
976
$2K ﹤0.01%
3
977
$2K ﹤0.01%
31
978
$2K ﹤0.01%
17
979
$2K ﹤0.01%
38
980
$2K ﹤0.01%
109
981
$2K ﹤0.01%
922
982
$2K ﹤0.01%
+75
983
$2K ﹤0.01%
+12
984
$2K ﹤0.01%
3,479
985
$2K ﹤0.01%
6
986
$2K ﹤0.01%
52
987
$2K ﹤0.01%
+44
988
$1K ﹤0.01%
+29
989
$1K ﹤0.01%
+10
990
$1K ﹤0.01%
21
991
$1K ﹤0.01%
+10
992
$1K ﹤0.01%
+23
993
$1K ﹤0.01%
10
994
$1K ﹤0.01%
6
995
$1K ﹤0.01%
9
996
$1K ﹤0.01%
+4
997
$1K ﹤0.01%
50
998
$1K ﹤0.01%
+150
999
$1K ﹤0.01%
+29
1000
$1K ﹤0.01%
+45
38 39
40
41 42