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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,795
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$24.9M
3
+$19M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$18.1M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$12.7M

Top Sells

1
+$11.3M
2
+$11M
3
+$8.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.81M

Sector Composition

1 Technology 15.78%
2 Financials 4.77%
3 Consumer Discretionary 4.11%
4 Industrials 3.72%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NRO
1551
Neuberger Real Estate Securities Income Fund Inc
NRO
$188M
$34.4K ﹤0.01%
12,100
-1,105
AWI icon
1552
Armstrong World Industries
AWI
$6.74B
$34.3K ﹤0.01%
208
+77
BUFD icon
1553
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.89B
$34.2K ﹤0.01%
1,220
TLH icon
1554
iShares 10-20 Year Treasury Bond ETF
TLH
$11.3B
$34.1K ﹤0.01%
339
REMX icon
1555
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.96B
$34.1K ﹤0.01%
388
NBTB icon
1556
NBT Bancorp
NBTB
$2.43B
$34.1K ﹤0.01%
801
+34
HG icon
1557
Hamilton Insurance Group
HG
$3.11B
$34K ﹤0.01%
1,139
+530
IDA icon
1558
Idacorp
IDA
$7.89B
$33.9K ﹤0.01%
237
ACM icon
1559
Aecom
ACM
$8.84B
$33.7K ﹤0.01%
397
+183
CXM icon
1560
Sprinklr
CXM
$1.18B
$33.6K ﹤0.01%
5,598
+1,426
ARE icon
1561
Alexandria Real Estate Equities
ARE
$8.89B
$33.6K ﹤0.01%
724
+360
AXS icon
1562
AXIS Capital
AXS
$7.45B
$33.6K ﹤0.01%
331
+214
VCEB icon
1563
Vanguard ESG US Corporate Bond ETF
VCEB
$1.23B
$33.5K ﹤0.01%
533
+4
KALV
1564
DELISTED
KalVista Pharmaceuticals
KALV
$33.4K ﹤0.01%
1,657
+934
AMH icon
1565
American Homes 4 Rent
AMH
$11.4B
$33.3K ﹤0.01%
1,192
+805
GAP
1566
The Gap Inc
GAP
$7.61B
$33.2K ﹤0.01%
1,373
-251
LYG icon
1567
Lloyds Banking Group
LYG
$80.6B
$33.2K ﹤0.01%
6,605
+1,533
MYI icon
1568
BlackRock MuniYield Quality Fund III
MYI
$730M
$33.2K ﹤0.01%
+3,160
FTRE icon
1569
Fortrea Holdings
FTRE
$1.45B
$33.2K ﹤0.01%
3,522
+1,666
VMI icon
1570
Valmont Industries
VMI
$11.1B
$33.2K ﹤0.01%
83
+74
PAVE icon
1571
Global X US Infrastructure Development ETF
PAVE
$14.1B
$33.1K ﹤0.01%
651
-174
CPT icon
1572
Camden Property Trust
CPT
$10.8B
$33K ﹤0.01%
338
+224
QSPT icon
1573
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$627M
$32.9K ﹤0.01%
1,076
-4,691
THG icon
1574
Hanover Insurance
THG
$6.92B
$32.9K ﹤0.01%
190
+149
XRPI
1575
Volatility Shares Trust XRP ETF
XRPI
$88.9M
$32.8K ﹤0.01%
4,325
+208
61 62
63
64 65