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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
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
+$8.34M
2
+$4.69M
3
+$4.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.26M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$4.24M

Top Sells

1
+$6.66M
2
+$4.54M
3
+$3.19M
4
USO icon
United States Oil Fund
USO
+$2.58M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.78M

Sector Composition

1 Technology 5.67%
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%
+148
852
$8K ﹤0.01%
91
+1
853
$8K ﹤0.01%
74
+11
854
$8K ﹤0.01%
946
855
$8K ﹤0.01%
417
+1
856
$8K ﹤0.01%
+204
857
$8K ﹤0.01%
108
858
$8K ﹤0.01%
560
-2,027
859
$8K ﹤0.01%
176
860
$8K ﹤0.01%
115
+45
861
$8K ﹤0.01%
143
862
$8K ﹤0.01%
250
863
$8K ﹤0.01%
+86
864
$8K ﹤0.01%
47
865
$8K ﹤0.01%
132
866
$7K ﹤0.01%
35
+18
867
$7K ﹤0.01%
+62
868
$7K ﹤0.01%
530
-31
869
$7K ﹤0.01%
208
870
$7K ﹤0.01%
88
+1
871
$7K ﹤0.01%
82
+63
872
$7K ﹤0.01%
300
873
$7K ﹤0.01%
812
-3,010
874
$7K ﹤0.01%
25
-175
875
$7K ﹤0.01%
237
+1
33 34
35
36 37