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
1376
$19.5K ﹤0.01%
736
+702
1377
$19.5K ﹤0.01%
763
+754
1378
$19.4K ﹤0.01%
381
+164
1379
$19.3K ﹤0.01%
521
+54
1380
$19.2K ﹤0.01%
+453
1381
$19.2K ﹤0.01%
569
+1
1382
$19.1K ﹤0.01%
2,519
+2,256
1383
$19.1K ﹤0.01%
991
-473
1384
$18.9K ﹤0.01%
2,600
1385
$18.9K ﹤0.01%
91
+58
1386
$18.8K ﹤0.01%
368
-24
1387
$18.7K ﹤0.01%
707
+47
1388
$18.6K ﹤0.01%
285
1389
$18.6K ﹤0.01%
667
+53
1390
$18.6K ﹤0.01%
1,982
-427
1391
$18.4K ﹤0.01%
+193
1392
$18.4K ﹤0.01%
+866
1393
$18.4K ﹤0.01%
310
+296
1394
$18.3K ﹤0.01%
140
+3
1395
$18.2K ﹤0.01%
386
1396
$18.1K ﹤0.01%
+625
1397
$18K ﹤0.01%
172
+134
1398
$18K ﹤0.01%
42
+25
1399
$17.9K ﹤0.01%
+500
1400
$17.8K ﹤0.01%
1,589
+23
54 55
56
57 58