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
1176
$1K ﹤0.01%
12
1177
$1K ﹤0.01%
6
1178
$1K ﹤0.01%
125
1179
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+20
1180
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+50
1181
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19
-64
1182
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4,930
1183
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+25
1184
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16
1185
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15
1186
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15
1187
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13
1188
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10
1189
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100
1190
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46
1191
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39
-128
1192
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1193
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1194
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12
+6
1195
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73
1196
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9
1197
$1K ﹤0.01%
61
1198
$1K ﹤0.01%
42
1199
$1K ﹤0.01%
75
1200
$1K ﹤0.01%
+147
46 47
48
49 50