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
1351
$20.3K ﹤0.01%
1,203
+9
1352
$20.3K ﹤0.01%
659
1353
$20.3K ﹤0.01%
570
1354
$20.3K ﹤0.01%
446
1355
$20.2K ﹤0.01%
+129
1356
$20.2K ﹤0.01%
1,678
1357
$20.2K ﹤0.01%
384
1358
$20.1K ﹤0.01%
169
-109
1359
$20.1K ﹤0.01%
205
1360
$20.1K ﹤0.01%
205
-24
1361
$20K ﹤0.01%
392
-61
1362
$20K ﹤0.01%
218
1363
$19.9K ﹤0.01%
+25,000
1364
$19.9K ﹤0.01%
461
1365
$19.9K ﹤0.01%
368
+3
1366
$19.9K ﹤0.01%
282
-810
1367
$19.8K ﹤0.01%
+504
1368
$19.8K ﹤0.01%
880
1369
$19.8K ﹤0.01%
406
1370
$19.7K ﹤0.01%
178
+170
1371
$19.7K ﹤0.01%
475
1372
$19.7K ﹤0.01%
417
+378
1373
$19.6K ﹤0.01%
3,415
+3,130
1374
$19.6K ﹤0.01%
425
1375
$19.5K ﹤0.01%
406
-149
53 54
55
56 57