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
976
$5K ﹤0.01%
181
-5
977
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49
978
$5K ﹤0.01%
+172
979
$5K ﹤0.01%
300
980
$4K ﹤0.01%
45
981
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+43
982
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300
983
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43
984
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30
985
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+425
986
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433
987
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10
988
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92
989
$4K ﹤0.01%
+41
990
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47
991
$4K ﹤0.01%
135
+2
992
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+178
993
$4K ﹤0.01%
+100
994
$4K ﹤0.01%
300
995
$4K ﹤0.01%
81
996
$4K ﹤0.01%
101
997
$4K ﹤0.01%
725
998
$4K ﹤0.01%
36
999
$4K ﹤0.01%
430
1000
$4K ﹤0.01%
53
38 39
40
41 42