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
551
$29K ﹤0.01%
523
552
$29K ﹤0.01%
2,759
+21
553
$29K ﹤0.01%
967
+1
554
$29K ﹤0.01%
3,206
-318
555
$29K ﹤0.01%
964
-220
556
$29K ﹤0.01%
679
+1
557
$28K ﹤0.01%
+681
558
$28K ﹤0.01%
498
+1
559
$27K ﹤0.01%
64
560
$27K ﹤0.01%
3,150
561
$27K ﹤0.01%
900
+300
562
$27K ﹤0.01%
414
563
$27K ﹤0.01%
292
+66
564
$27K ﹤0.01%
1,633
+534
565
$27K ﹤0.01%
+1,018
566
$27K ﹤0.01%
1,422
+5
567
$27K ﹤0.01%
158
-778
568
$27K ﹤0.01%
387
+4
569
$27K ﹤0.01%
352
+13
570
$26K ﹤0.01%
620
571
$26K ﹤0.01%
992
+6
572
$26K ﹤0.01%
834
573
$26K ﹤0.01%
698
+6
574
$26K ﹤0.01%
1,012
+195
575
$26K ﹤0.01%
5,026
+7
21 22
23
24 25