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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
976
$5K ﹤0.01%
100
977
$5K ﹤0.01%
496
978
$5K ﹤0.01%
76
979
$5K ﹤0.01%
110
980
$4K ﹤0.01%
45
981
$4K ﹤0.01%
+43
982
$4K ﹤0.01%
430
983
$4K ﹤0.01%
53
984
$4K ﹤0.01%
43
985
$4K ﹤0.01%
30
986
$4K ﹤0.01%
+425
987
$4K ﹤0.01%
433
988
$4K ﹤0.01%
10
989
$4K ﹤0.01%
92
990
$4K ﹤0.01%
+41
991
$4K ﹤0.01%
47
992
$4K ﹤0.01%
135
+2
993
$4K ﹤0.01%
+178
994
$4K ﹤0.01%
+100
995
$4K ﹤0.01%
224
996
$4K ﹤0.01%
450
997
$4K ﹤0.01%
347
-1,412
998
$4K ﹤0.01%
+51
999
$4K ﹤0.01%
160
+9
1000
$4K ﹤0.01%
83
38 39
40
41 42