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
1476
$14.5K ﹤0.01%
+332
1477
$14.4K ﹤0.01%
118
+107
1478
$14.4K ﹤0.01%
400
1479
$14.4K ﹤0.01%
155
-2
1480
$14.4K ﹤0.01%
+280
1481
$14.3K ﹤0.01%
1,000
1482
$14.3K ﹤0.01%
711
+708
1483
$14.2K ﹤0.01%
300
1484
$14.2K ﹤0.01%
243
1485
$14.2K ﹤0.01%
1,125
-65
1486
$14.2K ﹤0.01%
+140
1487
$14.1K ﹤0.01%
284
+260
1488
$14.1K ﹤0.01%
273
+267
1489
$14.1K ﹤0.01%
500
1490
$14.1K ﹤0.01%
2,000
1491
$14.1K ﹤0.01%
600
1492
$14K ﹤0.01%
1,050
1493
$14K ﹤0.01%
227
+2
1494
$14K ﹤0.01%
331
-8
1495
$13.9K ﹤0.01%
+1,070
1496
$13.9K ﹤0.01%
460
+136
1497
$13.9K ﹤0.01%
154
1498
$13.9K ﹤0.01%
452
+2
1499
$13.9K ﹤0.01%
1,829
1500
$13.8K ﹤0.01%
322
+1
58 59
60
61 62