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
1251
$1K ﹤0.01%
+62
1252
$1K ﹤0.01%
40
1253
$1K ﹤0.01%
+16
1254
$1K ﹤0.01%
9
1255
$1K ﹤0.01%
+104
1256
$1K ﹤0.01%
17
1257
$1K ﹤0.01%
400
1258
$1K ﹤0.01%
313
1259
$1K ﹤0.01%
54
+21
1260
$1K ﹤0.01%
31
1261
$1K ﹤0.01%
50
1262
$1K ﹤0.01%
38
1263
$1K ﹤0.01%
85
1264
$1K ﹤0.01%
27
1265
$1K ﹤0.01%
922
1266
$1K ﹤0.01%
7
1267
$1K ﹤0.01%
+50
1268
$1K ﹤0.01%
2,679
+133
1269
$1K ﹤0.01%
6
1270
$1K ﹤0.01%
44
1271
$1K ﹤0.01%
+48
1272
$1K ﹤0.01%
+751
1273
$1K ﹤0.01%
3
1274
$1K ﹤0.01%
24
1275
$1K ﹤0.01%
+61
49 50
51
52 53