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
776
$11K ﹤0.01%
572
+7
777
$11K ﹤0.01%
+64
778
$11K ﹤0.01%
246
779
$11K ﹤0.01%
140
+1
780
$11K ﹤0.01%
73
781
$11K ﹤0.01%
200
782
$10K ﹤0.01%
91
783
$10K ﹤0.01%
264
+2
784
$10K ﹤0.01%
286
+1
785
$10K ﹤0.01%
32
+20
786
$10K ﹤0.01%
+260
787
$10K ﹤0.01%
+250
788
$10K ﹤0.01%
208
789
$10K ﹤0.01%
891
+9
790
$10K ﹤0.01%
116
791
$10K ﹤0.01%
56
792
$10K ﹤0.01%
1,759
793
$10K ﹤0.01%
26
794
$10K ﹤0.01%
+381
795
$10K ﹤0.01%
175
796
$10K ﹤0.01%
1,161
797
$10K ﹤0.01%
118
+1
798
$10K ﹤0.01%
73
+71
799
$10K ﹤0.01%
238
+2
800
$10K ﹤0.01%
294
+36
30 31
32
33 34