LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,912
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$7.75M
3
+$6.24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.77M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.84M

Top Sells

1
+$13.3M
2
+$5.3M
3
+$5.05M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.27M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.1M

Sector Composition

1 Technology 7.18%
2 Healthcare 3.64%
3 Industrials 3.49%
4 Financials 3.41%
5 Consumer Discretionary 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$7.8K ﹤0.01%
1,069
1102
$7.79K ﹤0.01%
131
+2
1103
$7.78K ﹤0.01%
116
-207
1104
$7.72K ﹤0.01%
104
-44
1105
$7.55K ﹤0.01%
1,325
+7
1106
$7.5K ﹤0.01%
87
1107
$7.49K ﹤0.01%
23
1108
$7.43K ﹤0.01%
366
-1,117
1109
$7.43K ﹤0.01%
164
-720
1110
$7.41K ﹤0.01%
17
1111
$7.37K ﹤0.01%
3,304
1112
$7.34K ﹤0.01%
56
-412
1113
$7.33K ﹤0.01%
455
1114
$7.27K ﹤0.01%
82
-2
1115
$7.22K ﹤0.01%
190
-95
1116
$7.15K ﹤0.01%
221
-3,009
1117
$7.09K ﹤0.01%
119
-126
1118
$7.08K ﹤0.01%
34
1119
$7.03K ﹤0.01%
118
-164
1120
$7.01K ﹤0.01%
376
1121
$6.95K ﹤0.01%
208
1122
$6.93K ﹤0.01%
99
-142
1123
$6.89K ﹤0.01%
200
1124
$6.86K ﹤0.01%
133
1125
$6.86K ﹤0.01%
255
+100
43 44
45
46 47