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
901
$7K ﹤0.01%
+936
902
$7K ﹤0.01%
1,206
903
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228
904
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+200
905
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400
906
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426
+15
907
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224
908
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123
909
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405
910
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138
911
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23
912
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118
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129
914
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141
915
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433
-1,748
916
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550
917
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50
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429
920
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55
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922
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500
923
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80
924
$6K ﹤0.01%
519
925
$6K ﹤0.01%
66