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
1551
$12.1K ﹤0.01%
+1,000
1552
$12.1K ﹤0.01%
+596
1553
$12.1K ﹤0.01%
207
1554
$12K ﹤0.01%
89
-20
1555
$12K ﹤0.01%
450
+57
1556
$12K ﹤0.01%
+473
1557
$12K ﹤0.01%
452
1558
$11.9K ﹤0.01%
100
1559
$11.9K ﹤0.01%
492
-3
1560
$11.9K ﹤0.01%
293
+18
1561
$11.9K ﹤0.01%
+1,438
1562
$11.8K ﹤0.01%
289
+39
1563
$11.8K ﹤0.01%
+442
1564
$11.8K ﹤0.01%
386
-874
1565
$11.8K ﹤0.01%
226
1566
$11.7K ﹤0.01%
+5,311
1567
$11.7K ﹤0.01%
273
+57
1568
$11.6K ﹤0.01%
77
+70
1569
$11.5K ﹤0.01%
72
+20
1570
$11.5K ﹤0.01%
365
-536
1571
$11.5K ﹤0.01%
176
+14
1572
$11.5K ﹤0.01%
43
+38
1573
$11.5K ﹤0.01%
1,706
1574
$11.4K ﹤0.01%
115
+1
1575
$11.4K ﹤0.01%
793
-41
61 62
63
64 65