LFG

Larson Financial Group Portfolio holdings

AUM $2.99B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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 5.66%
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
1126
$2K ﹤0.01%
47
1127
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173
1128
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+12
1129
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7
1130
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1131
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25
1132
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1133
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176
-72
1134
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1135
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1136
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81
1137
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1138
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20
1139
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59
1140
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15
1141
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63
+4
1142
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1143
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115
1144
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33
1145
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400
1146
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146
1147
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104
-480
1148
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98
+18
1149
$2K ﹤0.01%
226
1150
$2K ﹤0.01%
115
-479
44 45
46
47 48