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
751
$12K ﹤0.01%
39
+26
752
$12K ﹤0.01%
141
753
$12K ﹤0.01%
430
-616
754
$12K ﹤0.01%
+185
755
$11K ﹤0.01%
675
756
$11K ﹤0.01%
76
757
$11K ﹤0.01%
720
758
$11K ﹤0.01%
68
759
$11K ﹤0.01%
339
+1
760
$11K ﹤0.01%
600
761
$11K ﹤0.01%
839
762
$11K ﹤0.01%
142
763
$11K ﹤0.01%
86
764
$11K ﹤0.01%
304
+58
765
$11K ﹤0.01%
438
766
$11K ﹤0.01%
251
767
$11K ﹤0.01%
250
768
$11K ﹤0.01%
457
-1,915
769
$11K ﹤0.01%
227
770
$11K ﹤0.01%
1,500
771
$11K ﹤0.01%
1,200
772
$11K ﹤0.01%
60
773
$11K ﹤0.01%
253
+197
774
$11K ﹤0.01%
243
+1
775
$11K ﹤0.01%
342
+2
29 30
31
32 33