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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
1376
$0 ﹤0.01%
5
1377
$0 ﹤0.01%
13
1378
– –
-180
1379
– –
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1380
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10
-958
1381
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1
1382
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2
1383
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4
1386
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5
1387
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– –
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1390
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$0 ﹤0.01%
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150
1398
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40
1400
$0 ﹤0.01%
2
54 55
56
57 58