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
801
$10K ﹤0.01%
114
802
$10K ﹤0.01%
165
+1
803
$10K ﹤0.01%
529
804
$10K ﹤0.01%
375
+300
805
$9K ﹤0.01%
225
806
$9K ﹤0.01%
277
807
$9K ﹤0.01%
13
808
$9K ﹤0.01%
822
809
$9K ﹤0.01%
+154
810
$9K ﹤0.01%
+2
811
$9K ﹤0.01%
140
812
$9K ﹤0.01%
151
+103
813
$9K ﹤0.01%
361
814
$9K ﹤0.01%
575
815
$9K ﹤0.01%
293
-5,009
816
$9K ﹤0.01%
+70
817
$9K ﹤0.01%
216
818
$9K ﹤0.01%
120
819
$9K ﹤0.01%
320
+34
820
$9K ﹤0.01%
517
-603
821
$9K ﹤0.01%
223
822
$9K ﹤0.01%
22
823
$9K ﹤0.01%
140
824
$9K ﹤0.01%
246
+194
825
$9K ﹤0.01%
74
31 32
33
34 35