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
576
$25K ﹤0.01%
+93
577
$25K ﹤0.01%
84
+7
578
$25K ﹤0.01%
2,350
579
$25K ﹤0.01%
165
+95
580
$25K ﹤0.01%
2,556
-2,950
581
$25K ﹤0.01%
952
582
$25K ﹤0.01%
15,825
+5,000
583
$24K ﹤0.01%
106
584
$24K ﹤0.01%
2,909
+1,871
585
$24K ﹤0.01%
2,750
586
$24K ﹤0.01%
+3,121
587
$24K ﹤0.01%
372
-49
588
$24K ﹤0.01%
702
+642
589
$24K ﹤0.01%
+300
590
$24K ﹤0.01%
91
+1
591
$24K ﹤0.01%
+1,004
592
$24K ﹤0.01%
1,209
+4
593
$24K ﹤0.01%
337
+18
594
$24K ﹤0.01%
254
+2
595
$24K ﹤0.01%
+800
596
$24K ﹤0.01%
233
+133
597
$24K ﹤0.01%
492
-155
598
$24K ﹤0.01%
411
+2
599
$24K ﹤0.01%
+378
600
$23K ﹤0.01%
520
22 23
24
25 26