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
351
$108K 0.02%
5,035
-6,023
352
$107K 0.02%
5,396
353
$107K 0.02%
2,672
-109
354
$105K 0.01%
2,100
+2,070
355
$104K 0.01%
1,377
356
$104K 0.01%
1,789
+153
357
$102K 0.01%
2,562
+8
358
$102K 0.01%
3,102
359
$99K 0.01%
578
+230
360
$98K 0.01%
1,058
+276
361
$98K 0.01%
5,041
+6
362
$97K 0.01%
2,053
+174
363
$96K 0.01%
1,168
+94
364
$96K 0.01%
948
-199
365
$96K 0.01%
1,269
+234
366
$95K 0.01%
1,828
+1,707
367
$93K 0.01%
2,082
-107
368
$92K 0.01%
6,100
+604
369
$91K 0.01%
1,857
+522
370
$91K 0.01%
4,122
+2,979
371
$90K 0.01%
1,793
-89
372
$89K 0.01%
2,886
-138,279
373
$88K 0.01%
651
+413
374
$88K 0.01%
386
+136
375
$87K 0.01%
1,994
-19,438
13 14
15
16 17