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
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%
175
661
$17K ﹤0.01%
3,010
662
$17K ﹤0.01%
483
+338
663
$17K ﹤0.01%
117
+36
664
$17K ﹤0.01%
309
665
$17K ﹤0.01%
154
666
$17K ﹤0.01%
242
667
$17K ﹤0.01%
525
668
$17K ﹤0.01%
206
+134
669
$17K ﹤0.01%
737
670
$17K ﹤0.01%
+1,250
671
$17K ﹤0.01%
107
+24
672
$17K ﹤0.01%
137
673
$16K ﹤0.01%
740
674
$16K ﹤0.01%
160
+56
675
$16K ﹤0.01%
1,319
25 26
27
28 29