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
1251
$1K ﹤0.01%
323
1252
$1K ﹤0.01%
68
1253
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9
1254
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18
1255
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+62
1256
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40
1257
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+16
1258
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9
1259
$1K ﹤0.01%
+104
1260
$1K ﹤0.01%
17
1261
$1K ﹤0.01%
400
1262
$1K ﹤0.01%
313
1263
$1K ﹤0.01%
54
+21
1264
$1K ﹤0.01%
+100
1265
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29
1266
$1K ﹤0.01%
31
1267
$1K ﹤0.01%
50
1268
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38
1269
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85
1270
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27
1271
$1K ﹤0.01%
922
1272
$1K ﹤0.01%
+751
1273
$1K ﹤0.01%
7
1274
$1K ﹤0.01%
+50
1275
$1K ﹤0.01%
2,679
+133
49 50
51
52 53