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
1426
$16.7K ﹤0.01%
1,238
1427
$16.7K ﹤0.01%
63
+45
1428
$16.6K ﹤0.01%
577
-153
1429
$16.6K ﹤0.01%
6,342
+24
1430
$16.4K ﹤0.01%
272
+138
1431
$16.4K ﹤0.01%
+332
1432
$16.3K ﹤0.01%
842
-775
1433
$16.3K ﹤0.01%
100
-23
1434
$16.3K ﹤0.01%
218
1435
$16.3K ﹤0.01%
+3,638
1436
$16.3K ﹤0.01%
2,000
1437
$16.3K ﹤0.01%
242
1438
$16.2K ﹤0.01%
126
+41
1439
$16.2K ﹤0.01%
1,540
-395
1440
$16.2K ﹤0.01%
1,500
1441
$16.1K ﹤0.01%
79
+63
1442
$16.1K ﹤0.01%
323
+4
1443
$16K ﹤0.01%
92
1444
$15.9K ﹤0.01%
1,505
-220
1445
$15.7K ﹤0.01%
374
1446
$15.5K ﹤0.01%
500
1447
$15.5K ﹤0.01%
136
+135
1448
$15.5K ﹤0.01%
1,797
+156
1449
$15.5K ﹤0.01%
300
+142
1450
$15.4K ﹤0.01%
271
+162
56 57
58
59 60