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
$1.07K﹤0.01% 16
-27
-63%
-$1.81K
$1.07K﹤0.01% 104
-438
-81%
-$4.52K
$1.07K﹤0.01% 109
+34
+45%
+$333
$1.06K﹤0.01% 15
+7
+88%
+$496
$1.06K﹤0.01% 16
$1.06K﹤0.01%
+106
New
+$1.06K
$1.06K﹤0.01% 50
+45
+900%
+$951
$1.05K﹤0.01%
+63
New
+$1.05K
$1.04K﹤0.01% 8
$1.04K﹤0.01% 48
$1.03K﹤0.01% 84
+1
+1%
+$12
$1.03K﹤0.01% 34
-29
-46%
-$881
$1.03K﹤0.01%
+30
New
+$1.03K
$1.02K﹤0.01%
+64
New
+$1.02K
$1.02K﹤0.01% 97
+87
+870%
+$912
$1.01K﹤0.01%
+17
New
+$1.01K
$1.01K﹤0.01% 160
-40
-20%
-$253
$1.01K﹤0.01%
+40
New
+$1.01K
$1.01K﹤0.01%
+66
New
+$1.01K
$1.01K﹤0.01% 12
-13
-52%
-$1.09K
$1K﹤0.01%
+39
New
+$1K
$1K﹤0.01%
+129
New
+$1K
$999﹤0.01% 27
-30
-53%
-$1.11K
$993﹤0.01% 62
$986﹤0.01%
+13
New
+$986