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
1226
$1K ﹤0.01%
20
1227
$1K ﹤0.01%
39
-285
1228
$1K ﹤0.01%
57
-1
1229
$1K ﹤0.01%
11
1230
$1K ﹤0.01%
+30
1231
$1K ﹤0.01%
+42
1232
$1K ﹤0.01%
36
1233
$1K ﹤0.01%
+10
1234
$1K ﹤0.01%
200
1235
$1K ﹤0.01%
40
+1
1236
$1K ﹤0.01%
5
1237
$1K ﹤0.01%
+12
1238
$1K ﹤0.01%
234
1239
$1K ﹤0.01%
4
1240
$1K ﹤0.01%
46
1241
$1K ﹤0.01%
4
1242
$1K ﹤0.01%
34
+4
1243
$1K ﹤0.01%
61
1244
$1K ﹤0.01%
90
1245
$1K ﹤0.01%
99
1246
$1K ﹤0.01%
+4,769
1247
$1K ﹤0.01%
21
1248
$1K ﹤0.01%
12
1249
$1K ﹤0.01%
24
1250
$1K ﹤0.01%
+33
48 49
50
51 52