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LFG

Larson Financial Group Portfolio holdings

AUM $3.13B
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
-4.57%
1 Year Est. Return
+22.88%
3 Year Est. Return
+59.92%
5 Year Est. Return
+59.07%
10 Year Est. Return
AUM
$626M
AUM Growth
-$4.31M
Cap. Flow
+$29.5M
Cap. Flow %
4.71%
Top 10 Hldgs %
46.84%
Holding
1,212
New
75
Increased
274
Reduced
255
Closed
105
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HUBS icon
1101
HubSpot
HUBS
$12.2B
-2
Closed -$1K
HWKN icon
1102
Hawkins
HWKN
$2.67B
-1,332
Closed -$53K
HYD icon
1103
VanEck High Yield Muni ETF
HYD
$4.43B
$0 ﹤0.01%
8
IDXX icon
1104
Idexx Laboratories
IDXX
$44.1B
-124
Closed -$82K
INO icon
1105
Inovio Pharmaceuticals
INO
$55.7M
$0 ﹤0.01%
8
IONQ icon
1106
IonQ
IONQ
$13.6B
-5
Closed
ITRM
1107
DELISTED
Iterum Therapeutics
ITRM
$0 ﹤0.01%
13
IVOG icon
1108
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.62B
-222
Closed -$23K
IVR icon
1109
Invesco Mortgage Capital
IVR
$759M
-400
Closed -$11K
IWL icon
1110
iShares Russell Top 200 ETF
IWL
$2.19B
$0 ﹤0.01%
3
JAZZ icon
1111
Jazz Pharmaceuticals
JAZZ
$15.9B
$0 ﹤0.01%
3
JBHT icon
1112
JB Hunt Transport Services
JBHT
$25.5B
-9
Closed -$2K
KKR icon
1113
KKR & Co
KKR
$91.1B
-9
Closed -$1K
KLXE icon
1114
KLX Energy Services
KLXE
$45M
$0 ﹤0.01%
1
KSS icon
1115
Kohl's
KSS
$2.17B
$0 ﹤0.01%
2
LAZR
1116
DELISTED
Luminar Technologies
LAZR
-1,243
Closed -$315K
LEN.B icon
1117
Lennar Class B
LEN.B
$19.4B
$0 ﹤0.01%
2
LOAN
1118
Manhattan Bridge Capital
LOAN
$47.5M
-8,728
Closed -$48K
LULU icon
1119
lululemon athletica
LULU
$13.5B
-6
Closed -$2K
LVS icon
1120
Las Vegas Sands
LVS
$31.7B
$0 ﹤0.01%
4
LW icon
1121
Lamb Weston
LW
$7.22B
$0 ﹤0.01%
5
LYV icon
1122
CALL
Live Nation Entertainment
LYV
$40.6B
-100
Closed -$1K
MCHP icon
1123
Microchip Technology
MCHP
$40.3B
-70
Closed -$6K
MLM icon
1124
Martin Marietta Materials
MLM
$31.5B
-14
Closed -$6K
DFTX
1125
Definium Therapeutics
DFTX
$5.78B
$0 ﹤0.01%
14

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Larson Financial Group's Q1 2022 Portfolio in Review

As of Q1 2022, Larson Financial Group held 1,212 positions worth $626M, down 0.68% from $630M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Larson Financial Group deployed $29.5M of net new capital in Q1 2022, opening 75 new positions and adding to 274 existing holdings. Its largest new stake was FT Vest US Equity Buffer ETF January: 142,664 shares worth $4.98M.

By sector, the portfolio is most concentrated in Technology at 3.9% of assets, down from 4.8% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was iShares Russell 1000 Growth ETF, an estimated $3.22M trimmed.

  • Larson Financial Group's largest Q1 2022 buy was FT Vest US Equity Buffer ETF January: 142,664 shares worth $4.98M.
  • Larson Financial Group added most to First Trust Smith Opportunistic Fixed Income ETF in Q1 2022, an estimated $5.89M increase.
  • Larson Financial Group's biggest Q1 2022 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $3.22M.
  • Larson Financial Group fully exited Goldman Sachs BDC in Q1 2022, selling an estimated $724K.
  • Larson Financial Group's ten largest holdings make up 47% of its $626M portfolio in Q1 2022.
  • Larson Financial Group opened 75 new positions and closed 105 in Q1 2022.
  • Larson Financial Group's portfolio value fell 0.68% quarter-over-quarter to $626M.

Based on Larson Financial Group's 13F filing for Q1 2022, filed 5 May 2022.