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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
951
$5K ﹤0.01%
92
952
$5K ﹤0.01%
212
953
$5K ﹤0.01%
+200
954
$5K ﹤0.01%
80
955
$5K ﹤0.01%
50
956
$5K ﹤0.01%
300
957
$5K ﹤0.01%
113
958
$5K ﹤0.01%
168
-696
959
$5K ﹤0.01%
+150
960
$5K ﹤0.01%
242
961
$5K ﹤0.01%
+130
962
$5K ﹤0.01%
144
963
$5K ﹤0.01%
23
964
$5K ﹤0.01%
791
+340
965
$5K ﹤0.01%
45
966
$5K ﹤0.01%
139
+1
967
$5K ﹤0.01%
150
968
$5K ﹤0.01%
163
+135
969
$5K ﹤0.01%
325
970
$5K ﹤0.01%
123
-375
971
$5K ﹤0.01%
500
972
$5K ﹤0.01%
181
-5
973
$5K ﹤0.01%
49
974
$5K ﹤0.01%
+172
975
$5K ﹤0.01%
300
37 38
39
40 41