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
1101
$2K ﹤0.01%
300
1102
$2K ﹤0.01%
1,640
1103
$2K ﹤0.01%
778
1104
$2K ﹤0.01%
320
+300
1105
$2K ﹤0.01%
11
1106
$2K ﹤0.01%
200
1107
$2K ﹤0.01%
238
1108
$2K ﹤0.01%
300
1109
$2K ﹤0.01%
+46
1110
$2K ﹤0.01%
17
1111
$2K ﹤0.01%
20
1112
$2K ﹤0.01%
41
-549
1113
$2K ﹤0.01%
79
1114
$2K ﹤0.01%
47
1115
$2K ﹤0.01%
99
1116
$2K ﹤0.01%
20
1117
$2K ﹤0.01%
31
1118
$2K ﹤0.01%
+10
1119
$2K ﹤0.01%
79
1120
$2K ﹤0.01%
507
-1,711
1121
$2K ﹤0.01%
+297
1122
$2K ﹤0.01%
38
1123
$2K ﹤0.01%
24
1124
$2K ﹤0.01%
40
1125
$2K ﹤0.01%
47
43 44
45
46 47