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
$703M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,446
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$4.22M
3
+$3.95M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.84M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.82M

Top Sells

1
+$6.08M
2
+$4.26M
3
+$3.07M
4
USO icon
United States Oil Fund
USO
+$2.31M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.65M

Sector Composition

1 Technology 5.66%
2 Healthcare 4.14%
3 Financials 4.09%
4 Energy 3.2%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$185K 0.03%
14,465
277
$185K 0.03%
8,182
+736
278
$184K 0.03%
6,225
-647
279
$183K 0.03%
457
+38
280
$182K 0.03%
8,131
+162
281
$182K 0.03%
5,309
+5,030
282
$180K 0.03%
4,856
+4,793
283
$177K 0.03%
5,506
+1,538
284
$176K 0.03%
+8,468
285
$176K 0.03%
3,677
+2,372
286
$175K 0.02%
6,253
+104
287
$174K 0.02%
2,146
+39
288
$173K 0.02%
2,164
-298
289
$172K 0.02%
5,647
+159
290
$172K 0.02%
1,431
-67
291
$172K 0.02%
2,386
+745
292
$171K 0.02%
6,976
-522
293
$170K 0.02%
4,208
+2,843
294
$166K 0.02%
3,625
-300
295
$164K 0.02%
20,162
-7,253
296
$163K 0.02%
3,551
+50
297
$162K 0.02%
5,785
-4,693
298
$162K 0.02%
1,336
+1,149
299
$159K 0.02%
1,249
+1,078
300
$157K 0.02%
2,753
+2,693
10 11
12
13 14