LFG

Larson Financial Group Portfolio holdings

AUM $2.1B
This Quarter Return
-1.95%
1 Year Return
+7.19%
3 Year Return
+22.7%
5 Year Return
+95.28%
10 Year Return
AUM
$2.1B
AUM Growth
+$174M
Cap. Flow
+$225M
Cap. Flow %
10.68%
Top 10 Hldgs %
28.67%
Holding
3,215
New
462
Increased
1,352
Reduced
537
Closed
170

Sector Composition

1Technology12.08%
2Financials4.94%
3Consumer Discretionary4.16%
4Healthcare3.93%
5Industrials3.05%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.77K﹤0.01% 574
-1,612
-74%
-$7.77K
$2.76K﹤0.01% 723
+254
+54%
+$968
$2.75K﹤0.01% 56
+39
+229%
+$1.91K
$2.74K﹤0.01%
+189
New
+$2.74K
$2.72K﹤0.01% 190
$2.72K﹤0.01% 93
$2.7K﹤0.01% 64
$2.69K﹤0.01% 67
+64
+2,133%
+$2.57K
$2.69K﹤0.01% 75
+43
+134%
+$1.54K
$2.68K﹤0.01% 147
$2.68K﹤0.01%
+121
New
+$2.68K
$2.66K﹤0.01% 124
+61
+97%
+$1.31K
$2.66K﹤0.01%
+143
New
+$2.66K
$2.65K﹤0.01% 535
+26
+5%
+$129
$2.65K﹤0.01% 258
+178
+223%
+$1.83K
$2.64K﹤0.01% 30
+5
+20%
+$441
$2.64K﹤0.01% 71
-2,950
-98%
-$110K
$2.64K﹤0.01% 70
$2.62K﹤0.01% 107
+78
+269%
+$1.91K
$2.61K﹤0.01% 627
-103
-14%
-$428
$2.61K﹤0.01% 101
$2.6K﹤0.01% 3,304
$2.6K﹤0.01% 33
-8
-20%
-$629
$2.59K﹤0.01% 141
-206
-59%
-$3.79K
$2.59K﹤0.01% 274