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
876
$7K ﹤0.01%
25
-175
877
$7K ﹤0.01%
237
+1
878
$7K ﹤0.01%
182
+1
879
$7K ﹤0.01%
+32
880
$7K ﹤0.01%
850
881
$7K ﹤0.01%
355
-1,385
882
$7K ﹤0.01%
161
+1
883
$7K ﹤0.01%
30
884
$7K ﹤0.01%
21
+13
885
$7K ﹤0.01%
107
886
$7K ﹤0.01%
335
887
$7K ﹤0.01%
71
888
$7K ﹤0.01%
175
889
$7K ﹤0.01%
+286
890
$7K ﹤0.01%
100
891
$7K ﹤0.01%
127
892
$7K ﹤0.01%
376
893
$7K ﹤0.01%
156
894
$7K ﹤0.01%
25
895
$7K ﹤0.01%
143
-121
896
$7K ﹤0.01%
275
-17
897
$7K ﹤0.01%
+27
898
$7K ﹤0.01%
+5,725
899
$7K ﹤0.01%
117
+7
900
$7K ﹤0.01%
137
34 35
36
37 38