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
1501
$13.8K ﹤0.01%
+643
1502
$13.8K ﹤0.01%
58
+25
1503
$13.8K ﹤0.01%
628
1504
$13.8K ﹤0.01%
100
-2
1505
$13.7K ﹤0.01%
805
1506
$13.7K ﹤0.01%
500
1507
$13.7K ﹤0.01%
518
1508
$13.6K ﹤0.01%
275
+241
1509
$13.6K ﹤0.01%
+319
1510
$13.6K ﹤0.01%
1,000
+997
1511
$13.6K ﹤0.01%
395
+1
1512
$13.5K ﹤0.01%
96
1513
$13.5K ﹤0.01%
91
+26
1514
$13.4K ﹤0.01%
147
1515
$13.3K ﹤0.01%
1,187
+108
1516
$13.3K ﹤0.01%
127
+123
1517
$13.3K ﹤0.01%
195
1518
$13.2K ﹤0.01%
9,800
1519
$13.2K ﹤0.01%
135
+86
1520
$13.2K ﹤0.01%
309
+71
1521
$13.2K ﹤0.01%
858
+29
1522
$13.2K ﹤0.01%
408
-104
1523
$13.1K ﹤0.01%
+2,708
1524
$13.1K ﹤0.01%
664
+656
1525
$13.1K ﹤0.01%
570
-949
59 60
61
62 63