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
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%
46
734
$12K ﹤0.01%
417
-3
735
$12K ﹤0.01%
44
736
$12K ﹤0.01%
777
737
$12K ﹤0.01%
+400
738
$12K ﹤0.01%
+130
739
$12K ﹤0.01%
270
740
$12K ﹤0.01%
168
741
$12K ﹤0.01%
52
742
$12K ﹤0.01%
30
+28
743
$12K ﹤0.01%
168
744
$12K ﹤0.01%
+572
745
$12K ﹤0.01%
2,750
746
$12K ﹤0.01%
440
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