LFG
Larson Financial Group Portfolio holdings
AUM $2.1B
AUM
$2.1B
AUM Growth
+$174M (+9%)
Cap. Flow
+$231M
Cap. Flow % of AUM
10.98%
Top 10 Holdings %Top 10 Hldgs %
28.67%
Holding
3,215
New
462
Increased
1,352
Reduced
537
Closed
170
Top Buys
| 1 | $19.7M | |
| 2 | $12.2M | |
| 3 | $9.41M | |
| 4 | $8.6M | |
| 5 | $7.79M |
Top Sells
| 1 | $5.14M | |
| 2 | $2.86M | |
| 3 | $2.31M | |
| 4 | $1.59M | |
| 5 | $1.46M |
Sector Composition
| 1 | Technology | 12.08% |
| 2 | Financials | 4.94% |
| 3 | Consumer Discretionary | 4.16% |
| 4 | Healthcare | 3.93% |
| 5 | Industrials | 3.05% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $40.2K | 0% | 1,372 +2 | +0.2% | +$59 | |||
| $39.9K | 0% | 12,100 | – | – | |||
| $39.8K | 0% | 441 +16 | +4% | +$1.44K | |||
| $39.7K | 0% | 140 +1 | +0.7% | +$284 | |||
| $39.6K | 0% | 345 | – | – | |||
| $39.5K | 0% | 494 +285 | +136% | +$22.8K | |||
| $39.5K | 0% | 1,338 -101 | -7% | -$2.98K | |||
| $39.4K | 0% | 964 -2,508 | -72% | -$103K | |||
| $39.1K | 0% | 1,486 | – | – | |||
| $39.1K | 0% | 2,888 -512 | -15% | -$6.94K | |||
| $39K | 0% | 618 | New | +$39K | |||
| $39K | 0% | 526 +504 | +2,291% | +$37.3K | |||
| $38.7K | 0% | 847 +5 | +0.6% | +$229 | |||
| $38.7K | 0% | 1,353 +1 | +0.1% | +$29 | |||
| $38.5K | 0% | 197 +179 | +994% | +$34.9K | |||
| $38.4K | 0% | 1,573 +44 | +3% | +$1.07K | |||
| $38.2K | 0% | 385 +1 | +0.3% | +$99 | |||
| $37.9K | 0% | 149 -17 | -10% | -$4.32K | |||
| $37.9K | 0% | 1,873 +1,024 | +121% | +$20.7K | |||
| $37.8K | 0% | 2,776 +26 | +1% | +$354 | |||
| $37.8K | 0% | 1,990 -5,418 | -73% | -$103K | |||
| $37.7K | 0% | 103 +66 | +178% | +$24.2K | |||
| $37.5K | 0% | 353 +298 | +542% | +$31.6K | |||
| $37.5K | 0% | 1,214 +1 | +0.1% | +$31 | |||
| $37.3K | 0% | 1,879 +132 | +8% | +$2.62K |
