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
1151
$2K ﹤0.01%
12
1152
$2K ﹤0.01%
177
1153
$2K ﹤0.01%
+175
1154
$2K ﹤0.01%
24
1155
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12
-35
1156
$2K ﹤0.01%
634
-500
1157
$2K ﹤0.01%
17
+6
1158
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150
1159
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300
1160
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37
1161
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381
1162
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+173
1163
$2K ﹤0.01%
+192
1164
$1K ﹤0.01%
32
1165
$1K ﹤0.01%
+147
1166
$1K ﹤0.01%
+10
1167
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15
1168
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13
1169
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10
1170
$1K ﹤0.01%
100
1171
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46
1172
$1K ﹤0.01%
39
-128
1173
$1K ﹤0.01%
26
1174
$1K ﹤0.01%
35
1175
$1K ﹤0.01%
12
+6
45 46
47
48 49