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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
$3.12B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,795
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$24.9M
3
+$19M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$18.1M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$12.7M

Top Sells

1
+$11.3M
2
+$11M
3
+$8.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.81M

Sector Composition

1 Technology 15.78%
2 Financials 4.77%
3 Consumer Discretionary 4.11%
4 Industrials 3.72%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMS icon
1276
Advanced Drainage Systems
WMS
$11.3B
$57.6K ﹤0.01%
420
+43
MINT icon
1277
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
$57.6K ﹤0.01%
573
+6
GMED icon
1278
Globus Medical
GMED
$10.8B
$57.6K ﹤0.01%
668
+136
FRT icon
1279
Federal Realty Investment Trust
FRT
$10.4B
$57.5K ﹤0.01%
542
-72
VAW icon
1280
Vanguard Materials ETF
VAW
$3.09B
$57.3K ﹤0.01%
254
-39
JNUG icon
1281
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$380M
$57.2K ﹤0.01%
+287
DBX icon
1282
Dropbox
DBX
$6.06B
$57.1K ﹤0.01%
2,512
+1,374
NWSA icon
1283
News Corp Class A
NWSA
$13.8B
$57.1K ﹤0.01%
2,289
+1,182
MNDY icon
1284
monday.com
MNDY
$3.66B
$56.9K ﹤0.01%
824
+739
CHRW icon
1285
C.H. Robinson
CHRW
$21.8B
$56.5K ﹤0.01%
340
+97
TSEM icon
1286
Tower Semiconductor
TSEM
$32.4B
$56.3K ﹤0.01%
321
-13
ATMU icon
1287
Atmus Filtration Technologies
ATMU
$4.23B
$56.3K ﹤0.01%
992
+433
HRB icon
1288
H&R Block
HRB
$4.36B
$56.3K ﹤0.01%
1,773
+1,363
BSJW
1289
Invesco BulletShares 2032 High Yield Corporate Bond ETF
BSJW
$40.7M
$56.2K ﹤0.01%
+2,234
AB icon
1290
AllianceBernstein
AB
$3.36B
$56.2K ﹤0.01%
1,500
ATR icon
1291
AptarGroup
ATR
$7.68B
$56.1K ﹤0.01%
445
+427
DVA icon
1292
DaVita
DVA
$13.3B
$55.9K ﹤0.01%
364
+200
PAA icon
1293
Plains All American Pipeline
PAA
$15.1B
$55.8K ﹤0.01%
2,500
MAA icon
1294
Mid-America Apartment Communities
MAA
$15.4B
$55.8K ﹤0.01%
457
-6,551
UTG icon
1295
Reaves Utility Income Fund
UTG
$3.85B
$55.8K ﹤0.01%
1,420
-22
RECS icon
1296
Columbia Research Enhanced Core ETF
RECS
$5.72B
$55.7K ﹤0.01%
1,429
-471
FOXA icon
1297
Fox Class A
FOXA
$21.9B
$55.6K ﹤0.01%
953
-114
BULL
1298
Webull Corp
BULL
$3.77B
$55.4K ﹤0.01%
11,533
+10,948
VOD icon
1299
Vodafone
VOD
$32.9B
$55.3K ﹤0.01%
3,679
+155
PVH icon
1300
PVH
PVH
$3.55B
$55K ﹤0.01%
788
+586
50 51
52
53 54