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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
1001
$4K ﹤0.01%
111
1002
$4K ﹤0.01%
86
1003
$4K ﹤0.01%
300
1004
$4K ﹤0.01%
210
-988
1005
$4K ﹤0.01%
205
-19
1006
$4K ﹤0.01%
100
+20
1007
$4K ﹤0.01%
300
1008
$4K ﹤0.01%
300
1009
$4K ﹤0.01%
81
1010
$4K ﹤0.01%
101
1011
$4K ﹤0.01%
725
1012
$4K ﹤0.01%
+84
1013
$4K ﹤0.01%
37
1014
$4K ﹤0.01%
35
-617
1015
$4K ﹤0.01%
107
1016
$4K ﹤0.01%
142
-541
1017
$4K ﹤0.01%
12
1018
$4K ﹤0.01%
122
+12
1019
$4K ﹤0.01%
+74
1020
$4K ﹤0.01%
36
1021
$4K ﹤0.01%
+230
1022
$3K ﹤0.01%
17
1023
$3K ﹤0.01%
44
1024
$3K ﹤0.01%
41
1025
$3K ﹤0.01%
525
39 40
41
42 43