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
701
$14K ﹤0.01%
903
+835
702
$14K ﹤0.01%
137
703
$14K ﹤0.01%
348
704
$14K ﹤0.01%
247
705
$14K ﹤0.01%
198
+1
706
$14K ﹤0.01%
819
707
$14K ﹤0.01%
119
708
$14K ﹤0.01%
178
-200
709
$14K ﹤0.01%
65
-25
710
$14K ﹤0.01%
406
711
$14K ﹤0.01%
221
712
$14K ﹤0.01%
566
+2
713
$13K ﹤0.01%
+184
714
$13K ﹤0.01%
56
-13
715
$13K ﹤0.01%
243
-3,605
716
$13K ﹤0.01%
60
717
$13K ﹤0.01%
360
+6
718
$13K ﹤0.01%
185
+78
719
$13K ﹤0.01%
276
-381
720
$13K ﹤0.01%
+362
721
$13K ﹤0.01%
140
722
$13K ﹤0.01%
30
723
$13K ﹤0.01%
299
-93
724
$13K ﹤0.01%
459
+367
725
$13K ﹤0.01%
641
+120
27 28
29
30 31