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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
$3.12B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,795
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$24.9M
3
+$19M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$18.1M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$12.7M

Top Sells

1
+$11.3M
2
+$11M
3
+$8.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.81M

Sector Composition

1 Technology 15.78%
2 Financials 4.77%
3 Consumer Discretionary 4.11%
4 Industrials 3.72%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLNT icon
1151
Planet Fitness
PLNT
$4.19B
$72.1K ﹤0.01%
970
-175
CRWV
1152
CoreWeave Inc
CRWV
$64.4B
$72K ﹤0.01%
929
-217
FCN icon
1153
FTI Consulting
FCN
$4.39B
$71.8K ﹤0.01%
406
+278
PCG icon
1154
PG&E
PCG
$36.3B
$71.6K ﹤0.01%
4,076
-645
TWST icon
1155
Twist Bioscience
TWST
$5.45B
$70.9K ﹤0.01%
1,491
+1,021
CHRD icon
1156
Chord Energy
CHRD
$6.93B
$70.8K ﹤0.01%
498
-77
RGA icon
1157
Reinsurance Group of America
RGA
$13.8B
$70.6K ﹤0.01%
346
+86
VOX icon
1158
Vanguard Communication Services ETF
VOX
$5.67B
$70.6K ﹤0.01%
392
+157
WTAI icon
1159
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$675M
$70.6K ﹤0.01%
2,500
PDD icon
1160
Pinduoduo
PDD
$113B
$70.5K ﹤0.01%
690
+285
QXO
1161
QXO Inc
QXO
$12.9B
$70.5K ﹤0.01%
3,629
+3,028
IYE icon
1162
iShares US Energy ETF
IYE
$1.48B
$70.2K ﹤0.01%
1,084
+3
CWST icon
1163
Casella Waste Systems
CWST
$5.53B
$69.7K ﹤0.01%
879
BCAX
1164
Bicara Therapeutics
BCAX
$1.53B
$69.5K ﹤0.01%
3,495
-64
CGXU icon
1165
Capital Group International Focus Equity ETF
CGXU
$6.51B
$69.3K ﹤0.01%
2,350
POST icon
1166
Post Holdings
POST
$4.01B
$69.3K ﹤0.01%
701
+434
NYT icon
1167
New York Times
NYT
$11.8B
$69K ﹤0.01%
824
+155
BSJU icon
1168
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$288M
$68.9K ﹤0.01%
2,693
+18
AMPX icon
1169
Amprius Technologies
AMPX
$2.29B
$68.9K ﹤0.01%
4,086
+4,071
LGND icon
1170
Ligand Pharmaceuticals
LGND
$5.51B
$68.9K ﹤0.01%
345
+296
ACLS icon
1171
Axcelis
ACLS
$5.76B
$68.6K ﹤0.01%
737
-196
NWN icon
1172
Northwest Natural Holdings
NWN
$2.06B
$68.5K ﹤0.01%
1,288
+172
BKD icon
1173
Brookdale Senior Living
BKD
$3.26B
$68.5K ﹤0.01%
5,005
+44
GLPI icon
1174
Gaming and Leisure Properties
GLPI
$12.6B
$68.2K ﹤0.01%
1,536
+1,053
ZTO icon
1175
ZTO Express
ZTO
$16.8B
$67.9K ﹤0.01%
2,699
+1,386
45 46
47
48 49