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
1326
$21.6K ﹤0.01%
+790
1327
$21.5K ﹤0.01%
593
+568
1328
$21.5K ﹤0.01%
1,000
1329
$21.4K ﹤0.01%
625
-367
1330
$21.4K ﹤0.01%
850
1331
$21.3K ﹤0.01%
112
1332
$21.3K ﹤0.01%
233
+71
1333
$21.3K ﹤0.01%
529
+524
1334
$21.3K ﹤0.01%
+152
1335
$21.2K ﹤0.01%
809
+31
1336
$21.2K ﹤0.01%
268
-124
1337
$21K ﹤0.01%
210
-122
1338
$20.9K ﹤0.01%
100
+25
1339
$20.9K ﹤0.01%
533
+14
1340
$20.9K ﹤0.01%
431
-12
1341
$20.9K ﹤0.01%
133
+24
1342
$20.7K ﹤0.01%
913
1343
$20.7K ﹤0.01%
1,000
+102
1344
$20.7K ﹤0.01%
562
-498
1345
$20.6K ﹤0.01%
556
+7
1346
$20.6K ﹤0.01%
+411
1347
$20.5K ﹤0.01%
1,269
+30
1348
$20.5K ﹤0.01%
2,698
+1,698
1349
$20.5K ﹤0.01%
+176
1350
$20.4K ﹤0.01%
891
+811
52 53
54
55 56