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
476
$47K 0.01%
225
477
$47K 0.01%
705
-5,431
478
$47K 0.01%
+760
479
$47K 0.01%
2,188
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480
$46K 0.01%
592
481
$46K 0.01%
1,281
+1,008
482
$46K 0.01%
207
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483
$45K 0.01%
351
-1,458
484
$45K 0.01%
241
+90
485
$45K 0.01%
160
+1
486
$45K 0.01%
357
-27
487
$45K 0.01%
3,897
-1,834
488
$44K 0.01%
4,776
-101
489
$44K 0.01%
1,843
-4
490
$44K 0.01%
355
491
$44K 0.01%
565
+1
492
$43K 0.01%
1,514
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493
$43K 0.01%
1,290
494
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979
495
$42K 0.01%
5,940
+100
496
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401
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497
$42K 0.01%
253
498
$42K 0.01%
1,125
+125
499
$42K 0.01%
696
500
$41K 0.01%
514
+60
18 19
20
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