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
926
$6K ﹤0.01%
196
927
$6K ﹤0.01%
401
-244
928
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913
-4,003
929
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109
-435
930
$6K ﹤0.01%
1,177
+3
931
$6K ﹤0.01%
+477
932
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70
933
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97
-332
934
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37
935
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35
936
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75
-1
937
$6K ﹤0.01%
+96
938
$5K ﹤0.01%
496
939
$5K ﹤0.01%
47
940
$5K ﹤0.01%
119
941
$5K ﹤0.01%
78
942
$5K ﹤0.01%
340
943
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144
944
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76
945
$5K ﹤0.01%
460
946
$5K ﹤0.01%
100
947
$5K ﹤0.01%
1,250
948
$5K ﹤0.01%
277
949
$5K ﹤0.01%
223
950
$5K ﹤0.01%
521
+10
36 37
38
39 40