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
851
$8K ﹤0.01%
132
852
$8K ﹤0.01%
89
+62
853
$8K ﹤0.01%
730
+5
854
$8K ﹤0.01%
+148
855
$8K ﹤0.01%
74
+11
856
$8K ﹤0.01%
946
857
$8K ﹤0.01%
417
+1
858
$8K ﹤0.01%
+204
859
$8K ﹤0.01%
108
860
$8K ﹤0.01%
560
-2,027
861
$8K ﹤0.01%
176
862
$8K ﹤0.01%
115
+45
863
$8K ﹤0.01%
143
864
$8K ﹤0.01%
250
865
$8K ﹤0.01%
+86
866
$7K ﹤0.01%
2,253
867
$7K ﹤0.01%
+70
868
$7K ﹤0.01%
35
+18
869
$7K ﹤0.01%
+62
870
$7K ﹤0.01%
530
-31
871
$7K ﹤0.01%
208
872
$7K ﹤0.01%
88
+1
873
$7K ﹤0.01%
82
+63
874
$7K ﹤0.01%
300
875
$7K ﹤0.01%
812
-3,010
33 34
35
36 37