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
451
$55K 0.01%
889
+60
452
$55K 0.01%
612
+30
453
$55K 0.01%
1,985
+1,940
454
$55K 0.01%
1,065
+16
455
$55K 0.01%
807
456
$54K 0.01%
1,199
-5,237
457
$54K 0.01%
1,312
-1,423
458
$53K 0.01%
368
+34
459
$53K 0.01%
442
460
$53K 0.01%
2,012
-547
461
$53K 0.01%
1,847
462
$53K 0.01%
303
+2
463
$52K 0.01%
+1,620
464
$52K 0.01%
250
+150
465
$50K 0.01%
348
+1
466
$50K 0.01%
533
467
$50K 0.01%
+810
468
$49K 0.01%
2,000
469
$49K 0.01%
330
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470
$49K 0.01%
2,400
471
$49K 0.01%
1,514
472
$48K 0.01%
658
-48
473
$48K 0.01%
1,892
474
$48K 0.01%
549
475
$48K 0.01%
387
17 18
19
20 21