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
1076
$3K ﹤0.01%
12
1077
$3K ﹤0.01%
85
1078
$3K ﹤0.01%
91
1079
$3K ﹤0.01%
1,041
1080
$3K ﹤0.01%
177
-1,002
1081
$3K ﹤0.01%
259
1082
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26
1083
$3K ﹤0.01%
587
1084
$3K ﹤0.01%
526
1085
$3K ﹤0.01%
157
1086
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52
1087
$2K ﹤0.01%
30
1088
$2K ﹤0.01%
100
1089
$2K ﹤0.01%
25
1090
$2K ﹤0.01%
176
-72
1091
$2K ﹤0.01%
175
1092
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101
1093
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483
1094
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9
1095
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120
1096
$2K ﹤0.01%
46
-26
1097
$2K ﹤0.01%
46
1098
$2K ﹤0.01%
42
-79
1099
$2K ﹤0.01%
1
1100
$2K ﹤0.01%
+100
42 43
44
45 46