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
826
$9K ﹤0.01%
167
+100
827
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184
828
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143
829
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55
-8
830
$9K ﹤0.01%
300
831
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91
+1
832
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53
-25
833
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348
+315
834
$8K ﹤0.01%
+86
835
$8K ﹤0.01%
205
836
$8K ﹤0.01%
243
837
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200
838
$8K ﹤0.01%
143
+1
839
$8K ﹤0.01%
+36
840
$8K ﹤0.01%
47
841
$8K ﹤0.01%
+300
842
$8K ﹤0.01%
+263
843
$8K ﹤0.01%
102
844
$8K ﹤0.01%
133
845
$8K ﹤0.01%
+126
846
$8K ﹤0.01%
365
-500
847
$8K ﹤0.01%
+105
848
$8K ﹤0.01%
43
849
$8K ﹤0.01%
210
850
$8K ﹤0.01%
47
32 33
34
35 36