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
426
$63K 0.01%
3,948
+1,530
427
$63K 0.01%
1,419
428
$62K 0.01%
+14,400
429
$62K 0.01%
284
430
$61K 0.01%
491
+176
431
$61K 0.01%
1,500
432
$61K 0.01%
221
+160
433
$61K 0.01%
1,805
434
$60K 0.01%
4,845
-9,048
435
$60K 0.01%
2,171
+401
436
$60K 0.01%
577
+217
437
$59K 0.01%
2,526
+933
438
$59K 0.01%
2,309
439
$59K 0.01%
194
+28
440
$59K 0.01%
4,196
-280
441
$59K 0.01%
192
442
$58K 0.01%
106
+21
443
$58K 0.01%
343
444
$58K 0.01%
417
+61
445
$58K 0.01%
2,268
+12
446
$57K 0.01%
1,476
+1
447
$57K 0.01%
862
+59
448
$56K 0.01%
498
-2,090
449
$56K 0.01%
1,253
-64
450
$55K 0.01%
500
16 17
18
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