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
1251
$26.2K ﹤0.01%
206
+79
1252
$26.2K ﹤0.01%
525
1253
$26.1K ﹤0.01%
494
1254
$26.1K ﹤0.01%
1,700
+800
1255
$26.1K ﹤0.01%
470
+166
1256
$25.9K ﹤0.01%
286
+244
1257
$25.9K ﹤0.01%
542
-2,137
1258
$25.9K ﹤0.01%
513
+441
1259
$25.8K ﹤0.01%
915
+3
1260
$25.7K ﹤0.01%
+5,441
1261
$25.7K ﹤0.01%
428
+236
1262
$25.6K ﹤0.01%
373
+347
1263
$25.6K ﹤0.01%
1,008
+2
1264
$25.5K ﹤0.01%
705
1265
$25.5K ﹤0.01%
372
+246
1266
$25.5K ﹤0.01%
154
+108
1267
$25.5K ﹤0.01%
266
1268
$25.3K ﹤0.01%
+6,867
1269
$25.3K ﹤0.01%
1,084
+1,015
1270
$25.2K ﹤0.01%
672
+1
1271
$25.2K ﹤0.01%
246
+1
1272
$25K ﹤0.01%
1,984
1273
$25K ﹤0.01%
5,000
1274
$24.9K ﹤0.01%
155
-30
1275
$24.9K ﹤0.01%
288
+15
49 50
51
52 53