LFG

Larson Financial Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,215
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12.2M
3
+$9.41M
4
QGRO icon
American Century US Quality Growth ETF
QGRO
+$8.6M
5
AAPL icon
Apple
AAPL
+$7.79M

Top Sells

1
+$5.14M
2
+$2.86M
3
+$2.31M
4
GEAR
Revelyst, Inc.
GEAR
+$1.63M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.59M

Sector Composition

1 Technology 12.08%
2 Financials 4.94%
3 Consumer Discretionary 4.16%
4 Healthcare 3.94%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$105K 0.01%
4,124
+2,902
777
$105K 0.01%
1,852
+800
778
$105K 0.01%
4,948
-775
779
$105K 0.01%
1,533
-611
780
$104K ﹤0.01%
2,396
+122
781
$104K ﹤0.01%
2,264
+625
782
$104K ﹤0.01%
1,310
+1,240
783
$104K ﹤0.01%
223
+102
784
$104K ﹤0.01%
1,990
+1,070
785
$103K ﹤0.01%
702
-1,360
786
$103K ﹤0.01%
1,575
+183
787
$103K ﹤0.01%
5,280
+957
788
$103K ﹤0.01%
5,489
789
$103K ﹤0.01%
1,974
+614
790
$102K ﹤0.01%
852
+259
791
$102K ﹤0.01%
1,877
-18
792
$101K ﹤0.01%
4,322
793
$100K ﹤0.01%
337
+246
794
$99.5K ﹤0.01%
469
+385
795
$99.5K ﹤0.01%
3,442
+97
796
$99.2K ﹤0.01%
2,000
797
$98.5K ﹤0.01%
+4,258
798
$98.4K ﹤0.01%
1,402
+106
799
$98.4K ﹤0.01%
1,000
800
$98.2K ﹤0.01%
2,515
+245
30 31
32
33 34