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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
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 5.67%
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
1276
$1K ﹤0.01%
+4,769
1277
$1K ﹤0.01%
24
1278
$1K ﹤0.01%
+33
1279
– –
-30
1280
$0 ﹤0.01%
3
1281
$0 ﹤0.01%
3
1282
$0 ﹤0.01%
1
1283
$0 ﹤0.01%
6
1284
– –
0
1285
$0 ﹤0.01%
9
1286
$0 ﹤0.01%
1
1287
$0 ﹤0.01%
+13
1288
$0 ﹤0.01%
46
1289
$0 ﹤0.01%
5
1290
$0 ﹤0.01%
109
1291
– –
-1,901
1292
$0 ﹤0.01%
+160
1293
– –
-1,200
1294
– –
-145
1295
– –
-178
1296
– –
-110
1297
$0 ﹤0.01%
+10
1298
– –
0
1299
– –
-80
1300
$0 ﹤0.01%
1
50 51
52
53 54