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
526
$35K 0.01%
1,308
-5,984
527
$35K 0.01%
1,000
528
$35K 0.01%
555
529
$34K ﹤0.01%
708
-26
530
$34K ﹤0.01%
1,404
531
$34K ﹤0.01%
403
532
$33K ﹤0.01%
+332
533
$33K ﹤0.01%
466
+2
534
$33K ﹤0.01%
1,917
+1,892
535
$33K ﹤0.01%
572
+1
536
$32K ﹤0.01%
936
537
$32K ﹤0.01%
+727
538
$32K ﹤0.01%
361
+28
539
$32K ﹤0.01%
492
+135
540
$32K ﹤0.01%
184
541
$32K ﹤0.01%
387
-113
542
$31K ﹤0.01%
1,718
+4
543
$31K ﹤0.01%
283
+82
544
$31K ﹤0.01%
+273
545
$31K ﹤0.01%
1,656
-91
546
$30K ﹤0.01%
1,236
+4
547
$30K ﹤0.01%
725
+264
548
$30K ﹤0.01%
401
-27
549
$30K ﹤0.01%
1,002
-89
550
$30K ﹤0.01%
480
+6
20 21
22
23 24