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
401
$68K 0.01%
+2,308
402
$68K 0.01%
822
+6
403
$67K 0.01%
1,617
+617
404
$67K 0.01%
1,734
-40
405
$67K 0.01%
849
+35
406
$67K 0.01%
2,037
+275
407
$67K 0.01%
2,066
+428
408
$67K 0.01%
1,025
-35,318
409
$66K 0.01%
+1,357
410
$66K 0.01%
277
+1
411
$66K 0.01%
4,203
412
$66K 0.01%
1,237
+1,002
413
$65K 0.01%
247
+104
414
$65K 0.01%
976
-19
415
$65K 0.01%
2,569
+772
416
$65K 0.01%
2,027
-87
417
$65K 0.01%
1,490
+35
418
$65K 0.01%
3,455
+574
419
$64K 0.01%
1,115
420
$64K 0.01%
3,821
-760
421
$64K 0.01%
1,108
-549
422
$64K 0.01%
2,235
+30
423
$63K 0.01%
+4,000
424
$63K 0.01%
2,542
425
$63K 0.01%
+2,455
15 16
17
18 19