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
1151
$34.9K ﹤0.01%
1,002
1152
$34.7K ﹤0.01%
1,013
1153
$34.6K ﹤0.01%
2,675
1154
$34.6K ﹤0.01%
833
-227
1155
$34.5K ﹤0.01%
630
+305
1156
$34.3K ﹤0.01%
273
+1
1157
$34.1K ﹤0.01%
640
+10
1158
$34K ﹤0.01%
2,562
1159
$33.8K ﹤0.01%
300
1160
$33.8K ﹤0.01%
314
-59
1161
$33.7K ﹤0.01%
579
+516
1162
$33.7K ﹤0.01%
371
+9
1163
$33.6K ﹤0.01%
53
-28
1164
$33.5K ﹤0.01%
3,500
1165
$33.3K ﹤0.01%
4,722
-3,546
1166
$33.3K ﹤0.01%
305
1167
$33K ﹤0.01%
1,291
+7
1168
$33K ﹤0.01%
2,515
+2,512
1169
$32.9K ﹤0.01%
2,000
+250
1170
$32.8K ﹤0.01%
865
1171
$32.7K ﹤0.01%
1,714
+1,632
1172
$32.6K ﹤0.01%
+100
1173
$32.5K ﹤0.01%
811
+266
1174
$32.4K ﹤0.01%
4,000
-356
1175
$32.4K ﹤0.01%
247
+239
45 46
47
48 49