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
376
$87K 0.01%
1,610
-547
377
$86K 0.01%
903
+171
378
$86K 0.01%
3,348
+173
379
$86K 0.01%
+1,307
380
$86K 0.01%
805
+70
381
$84K 0.01%
1,090
-4,820
382
$84K 0.01%
4,314
383
$84K 0.01%
1,038
+587
384
$84K 0.01%
234
-657
385
$84K 0.01%
4,311
-2,286
386
$84K 0.01%
1,125
+35
387
$83K 0.01%
11,528
388
$82K 0.01%
510
389
$81K 0.01%
1,909
+1,880
390
$79K 0.01%
2,403
+6
391
$78K 0.01%
701
-2,278
392
$78K 0.01%
2,059
393
$77K 0.01%
1,107
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394
$76K 0.01%
3,726
395
$72K 0.01%
2,006
+1,944
396
$71K 0.01%
506
-13
397
$70K 0.01%
1,000
398
$70K 0.01%
1,114
399
$70K 0.01%
574
+1
400
$68K 0.01%
2,747
-10,882
14 15
16
17 18