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
676
$16K ﹤0.01%
+200
677
$16K ﹤0.01%
230
+200
678
$16K ﹤0.01%
+148
679
$16K ﹤0.01%
285
680
$16K ﹤0.01%
34
681
$16K ﹤0.01%
865
682
$16K ﹤0.01%
4
683
$16K ﹤0.01%
139
+1
684
$16K ﹤0.01%
1,052
+32
685
$16K ﹤0.01%
364
686
$16K ﹤0.01%
1,927
-60
687
$15K ﹤0.01%
139
688
$15K ﹤0.01%
245
+10
689
$15K ﹤0.01%
156
+108
690
$15K ﹤0.01%
12,849
691
$15K ﹤0.01%
500
692
$15K ﹤0.01%
+2,300
693
$15K ﹤0.01%
410
-613
694
$15K ﹤0.01%
81
695
$15K ﹤0.01%
39
-108
696
$15K ﹤0.01%
974
+113
697
$15K ﹤0.01%
+285
698
$15K ﹤0.01%
109
+79
699
$15K ﹤0.01%
911
+17
700
$14K ﹤0.01%
163
26 27
28
29 30