LFG

Larson Financial Group Portfolio holdings

AUM $2.99B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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
+$8.34M
2
+$4.69M
3
+$4.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.26M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$4.24M

Top Sells

1
+$6.66M
2
+$4.54M
3
+$3.19M
4
USO icon
United States Oil Fund
USO
+$2.58M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.78M

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
651
$18K ﹤0.01%
107
+41
652
$18K ﹤0.01%
+518
653
$18K ﹤0.01%
799
+7
654
$18K ﹤0.01%
+65
655
$18K ﹤0.01%
598
656
$18K ﹤0.01%
1,540
+21
657
$18K ﹤0.01%
+148
658
$18K ﹤0.01%
101
659
$18K ﹤0.01%
510
+6
660
$17K ﹤0.01%
309
661
$17K ﹤0.01%
154
662
$17K ﹤0.01%
242
663
$17K ﹤0.01%
525
664
$17K ﹤0.01%
206
+134
665
$17K ﹤0.01%
175
666
$17K ﹤0.01%
3,010
667
$17K ﹤0.01%
483
+338
668
$17K ﹤0.01%
737
669
$17K ﹤0.01%
+1,250
670
$17K ﹤0.01%
107
+24
671
$17K ﹤0.01%
137
672
$17K ﹤0.01%
117
+36
673
$16K ﹤0.01%
139
+1
674
$16K ﹤0.01%
1,319
675
$16K ﹤0.01%
+200
25 26
27
28 29