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
1276
$24.8K ﹤0.01%
640
-215
1277
$24.7K ﹤0.01%
569
+563
1278
$24.6K ﹤0.01%
1,651
-585
1279
$24.6K ﹤0.01%
+3,750
1280
$24.5K ﹤0.01%
351
-305
1281
$24.4K ﹤0.01%
247
+130
1282
$24.2K ﹤0.01%
208
+100
1283
$24.1K ﹤0.01%
+3,107
1284
$24.1K ﹤0.01%
13
+5
1285
$24.1K ﹤0.01%
904
+882
1286
$23.9K ﹤0.01%
1,281
+11
1287
$23.9K ﹤0.01%
1,356
-3,507
1288
$23.9K ﹤0.01%
65
+17
1289
$23.8K ﹤0.01%
210
+67
1290
$23.8K ﹤0.01%
201
+60
1291
$23.8K ﹤0.01%
+1,000
1292
$23.7K ﹤0.01%
139
1293
$23.7K ﹤0.01%
1,427
+66
1294
$23.7K ﹤0.01%
2,016
+501
1295
$23.7K ﹤0.01%
1,400
-400
1296
$23.3K ﹤0.01%
798
+748
1297
$23.3K ﹤0.01%
5,850
+900
1298
$23.2K ﹤0.01%
715
1299
$22.8K ﹤0.01%
199
+171
1300
$22.7K ﹤0.01%
3,186
+3,181
50 51
52
53 54