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
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
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634
-500
1157
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17
+6
1158
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150
1159
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300
1160
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37
1161
$2K ﹤0.01%
381
1162
$2K ﹤0.01%
+173
1163
$2K ﹤0.01%
+192
1164
$1K ﹤0.01%
3
1165
$1K ﹤0.01%
24
1166
$1K ﹤0.01%
111
-9
1167
$1K ﹤0.01%
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1168
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70
1169
$1K ﹤0.01%
2
1170
$1K ﹤0.01%
17
1171
$1K ﹤0.01%
100
1172
$1K ﹤0.01%
14
1173
$1K ﹤0.01%
20
1174
$1K ﹤0.01%
+100
1175
$1K ﹤0.01%
5
45 46
47
48 49