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
626
$21K ﹤0.01%
474
+4
627
$21K ﹤0.01%
367
-54
628
$21K ﹤0.01%
200
629
$20K ﹤0.01%
4,000
630
$20K ﹤0.01%
301
+1
631
$20K ﹤0.01%
1,239
632
$20K ﹤0.01%
124
+54
633
$20K ﹤0.01%
+874
634
$20K ﹤0.01%
1,032
635
$20K ﹤0.01%
700
636
$20K ﹤0.01%
560
-4,000
637
$20K ﹤0.01%
328
+118
638
$20K ﹤0.01%
280
+123
639
$20K ﹤0.01%
98
640
$20K ﹤0.01%
78
+36
641
$19K ﹤0.01%
232
642
$19K ﹤0.01%
432
+3
643
$19K ﹤0.01%
123
644
$19K ﹤0.01%
57
645
$19K ﹤0.01%
300
646
$19K ﹤0.01%
391
+1
647
$19K ﹤0.01%
57
648
$18K ﹤0.01%
86
+1
649
$18K ﹤0.01%
341
+154
650
$18K ﹤0.01%
340
+75
24 25
26
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