We are live on ! Find out more
LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
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 5.67%
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
726
$13K ﹤0.01%
715
727
$13K ﹤0.01%
180
+1
728
$13K ﹤0.01%
147
729
$13K ﹤0.01%
292
730
$13K ﹤0.01%
473
-123
731
$13K ﹤0.01%
471
732
$12K ﹤0.01%
69
733
$12K ﹤0.01%
+572
734
$12K ﹤0.01%
2,750
735
$12K ﹤0.01%
440
736
$12K ﹤0.01%
46
737
$12K ﹤0.01%
417
-3
738
$12K ﹤0.01%
44
739
$12K ﹤0.01%
777
740
$12K ﹤0.01%
+400
741
$12K ﹤0.01%
+130
742
$12K ﹤0.01%
270
743
$12K ﹤0.01%
168
744
$12K ﹤0.01%
52
745
$12K ﹤0.01%
30
+28
746
$12K ﹤0.01%
168
747
$12K ﹤0.01%
43
748
$12K ﹤0.01%
+106
749
$12K ﹤0.01%
94
750
$12K ﹤0.01%
+170
28 29
30
31 32