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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
926
$6K ﹤0.01%
37
927
$6K ﹤0.01%
35
928
$6K ﹤0.01%
75
-1
929
$6K ﹤0.01%
+96
930
$6K ﹤0.01%
138
931
$6K ﹤0.01%
23
932
$6K ﹤0.01%
400
933
$6K ﹤0.01%
55
-83
934
$6K ﹤0.01%
115
935
$6K ﹤0.01%
500
936
$6K ﹤0.01%
80
937
$6K ﹤0.01%
519
938
$5K ﹤0.01%
47
939
$5K ﹤0.01%
119
940
$5K ﹤0.01%
78
941
$5K ﹤0.01%
340
942
$5K ﹤0.01%
460
943
$5K ﹤0.01%
1,250
944
$5K ﹤0.01%
277
945
$5K ﹤0.01%
223
946
$5K ﹤0.01%
521
+10
947
$5K ﹤0.01%
189
948
$5K ﹤0.01%
68
949
$5K ﹤0.01%
2,250
950
$5K ﹤0.01%
530
-670
36 37
38
39 40