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
601
$23K ﹤0.01%
+1,220
602
$23K ﹤0.01%
1,156
603
$23K ﹤0.01%
145
+52
604
$23K ﹤0.01%
70
605
$23K ﹤0.01%
+716
606
$23K ﹤0.01%
96
-20
607
$23K ﹤0.01%
288
608
$23K ﹤0.01%
266
+256
609
$22K ﹤0.01%
126
+41
610
$22K ﹤0.01%
95
611
$22K ﹤0.01%
200
612
$22K ﹤0.01%
1,446
+840
613
$22K ﹤0.01%
+685
614
$22K ﹤0.01%
639
-734
615
$22K ﹤0.01%
926
+648
616
$22K ﹤0.01%
434
+2
617
$22K ﹤0.01%
375
-50
618
$21K ﹤0.01%
641
619
$21K ﹤0.01%
+1,035
620
$21K ﹤0.01%
+1,035
621
$21K ﹤0.01%
+1,100
622
$21K ﹤0.01%
1,367
+1,001
623
$21K ﹤0.01%
168
-179
624
$21K ﹤0.01%
762
-241
625
$21K ﹤0.01%
+1,245
23 24
25
26 27