LFG
Larson Financial Group Portfolio holdings
AUM
$2.49B
1-Year Return
16.5%
This Quarter Return
-4.57%
1 Year Return
+16.5%
3 Year Return
+57.18%
5 Year Return
+85.95%
10 Year Return
–
AUM
$626M
AUM Growth
-$4.32M
(-0.68%)
Cap. Flow
+$29.2M
Cap. Flow
% of AUM
4.66%
Top 10 Holdings %
Top 10 Hldgs %
46.84%
Holding
1,204
New
69
Increased
273
Reduced
255
Closed
100
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.28M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$3.25M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.85M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.75M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.53M |
Sector Composition
| 1 | Technology | 3.86% |
| 2 | Consumer Discretionary | 2.04% |
| 3 | Healthcare | 1.38% |
| 4 | Industrials | 1.1% |
| 5 | Financials | 1.05% |
