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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
$135M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
612
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$571K
3
+$549K
4
REET icon
iShares Global REIT ETF
REET
+$509K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$476K

Top Sells

1
+$351K
2
+$165K
3
+$149K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$88.4K
5
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$63.4K

Sector Composition

1 Technology 2.89%
2 Healthcare 1.69%
3 Communication Services 1.39%
4 Consumer Discretionary 1.35%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
17
+1
377
$2K ﹤0.01%
+59
378
$2K ﹤0.01%
79
+1
379
$2K ﹤0.01%
144
380
$2K ﹤0.01%
30
381
$2K ﹤0.01%
35
382
$2K ﹤0.01%
26
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383
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50
384
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31
+10
385
$2K ﹤0.01%
15
386
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47
387
$2K ﹤0.01%
14
388
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100
389
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12
390
$2K ﹤0.01%
41
-4
391
$2K ﹤0.01%
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22
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$2K ﹤0.01%
33
394
$2K ﹤0.01%
52
395
$2K ﹤0.01%
80
396
$2K ﹤0.01%
750
397
$2K ﹤0.01%
16
398
$2K ﹤0.01%
133
399
$2K ﹤0.01%
16
400
$2K ﹤0.01%
52
14 15
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17 18