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
1451
$15.3K ﹤0.01%
694
+373
1452
$15.3K ﹤0.01%
387
1453
$15.2K ﹤0.01%
562
+532
1454
$15.2K ﹤0.01%
2,300
1455
$15.2K ﹤0.01%
+222
1456
$15.2K ﹤0.01%
41
+23
1457
$15.2K ﹤0.01%
800
1458
$15.1K ﹤0.01%
299
+18
1459
$15.1K ﹤0.01%
+202
1460
$15.1K ﹤0.01%
460
+303
1461
$15.1K ﹤0.01%
1,383
1462
$15.1K ﹤0.01%
76
-97
1463
$15K ﹤0.01%
93
+44
1464
$15K ﹤0.01%
163
+141
1465
$15K ﹤0.01%
590
+140
1466
$14.9K ﹤0.01%
+778
1467
$14.9K ﹤0.01%
500
-450
1468
$14.7K ﹤0.01%
568
1469
$14.7K ﹤0.01%
65
-9
1470
$14.7K ﹤0.01%
2,296
+296
1471
$14.7K ﹤0.01%
183
+135
1472
$14.6K ﹤0.01%
500
1473
$14.6K ﹤0.01%
687
+183
1474
$14.6K ﹤0.01%
154
+1
1475
$14.5K ﹤0.01%
509
57 58
59
60 61