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
501
$41K 0.01%
315
502
$41K 0.01%
+1,370
503
$41K 0.01%
+222
504
$41K 0.01%
814
505
$41K 0.01%
+909
506
$41K 0.01%
280
507
$40K 0.01%
1,570
508
$39K 0.01%
500
509
$39K 0.01%
807
510
$39K 0.01%
481
+1
511
$39K 0.01%
4,788
-17,881
512
$39K 0.01%
1,290
+4
513
$39K 0.01%
710
-140
514
$38K 0.01%
3,335
+100
515
$38K 0.01%
+1,630
516
$38K 0.01%
+1,005
517
$38K 0.01%
123
-22
518
$38K 0.01%
1,550
519
$37K 0.01%
1,282
+3
520
$37K 0.01%
166
+41
521
$37K 0.01%
456
522
$36K 0.01%
17
+10
523
$36K 0.01%
+405
524
$36K 0.01%
1,329
+100
525
$35K 0.01%
2,953
19 20
21
22 23