We are live on ! Find out more
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
1351
$0 ﹤0.01%
12
1352
$0 ﹤0.01%
45
1353
$0 ﹤0.01%
1
1354
$0 ﹤0.01%
100
1355
– –
-1
1356
$0 ﹤0.01%
4
1357
$0 ﹤0.01%
2
1358
$0 ﹤0.01%
5
1359
– –
-226
1360
$0 ﹤0.01%
1
1361
$0 ﹤0.01%
4
1362
$0 ﹤0.01%
16
1363
$0 ﹤0.01%
25
1364
$0 ﹤0.01%
11
-67
1365
$0 ﹤0.01%
2
1366
– –
-8,066
1367
$0 ﹤0.01%
29
1368
$0 ﹤0.01%
8
1369
$0 ﹤0.01%
+13
1370
$0 ﹤0.01%
1
1371
$0 ﹤0.01%
8
1372
– –
0
1373
– –
-49
1374
$0 ﹤0.01%
8
1375
$0 ﹤0.01%
+1
53 54
55
56 57