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
951
$5K ﹤0.01%
189
952
$5K ﹤0.01%
68
953
$5K ﹤0.01%
2,250
954
$5K ﹤0.01%
530
-670
955
$5K ﹤0.01%
92
956
$5K ﹤0.01%
212
957
$5K ﹤0.01%
+200
958
$5K ﹤0.01%
80
959
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50
960
$5K ﹤0.01%
300
961
$5K ﹤0.01%
113
962
$5K ﹤0.01%
168
-696
963
$5K ﹤0.01%
+150
964
$5K ﹤0.01%
242
965
$5K ﹤0.01%
+130
966
$5K ﹤0.01%
110
967
$5K ﹤0.01%
23
968
$5K ﹤0.01%
791
+340
969
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45
970
$5K ﹤0.01%
139
+1
971
$5K ﹤0.01%
150
972
$5K ﹤0.01%
163
+135
973
$5K ﹤0.01%
325
974
$5K ﹤0.01%
123
-375
975
$5K ﹤0.01%
500
37 38
39
40 41