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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
1301
$0 ﹤0.01%
+850
1302
– –
-366
1303
– –
-125
1304
– –
-1,583
1305
– –
-30
1306
– –
-20
1307
– –
-352
1308
$0 ﹤0.01%
127
1309
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5
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$0 ﹤0.01%
3
1312
$0 ﹤0.01%
+1
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3
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1316
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$0 ﹤0.01%
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-26
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4
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1323
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+10
1324
$0 ﹤0.01%
10
1325
– –
0
51 52
53
54 55