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
1626
$9.91K ﹤0.01%
+51
1627
$9.89K ﹤0.01%
1,200
1628
$9.86K ﹤0.01%
166
+142
1629
$9.85K ﹤0.01%
218
+183
1630
$9.84K ﹤0.01%
772
+502
1631
$9.83K ﹤0.01%
203
+200
1632
$9.81K ﹤0.01%
551
+7
1633
$9.79K ﹤0.01%
750
1634
$9.78K ﹤0.01%
271
-866
1635
$9.76K ﹤0.01%
332
+310
1636
$9.73K ﹤0.01%
+1,443
1637
$9.72K ﹤0.01%
10,000
1638
$9.7K ﹤0.01%
569
+336
1639
$9.66K ﹤0.01%
733
1640
$9.65K ﹤0.01%
192
1641
$9.65K ﹤0.01%
911
1642
$9.64K ﹤0.01%
661
+61
1643
$9.6K ﹤0.01%
933
-183
1644
$9.59K ﹤0.01%
101
+65
1645
$9.56K ﹤0.01%
216
-111
1646
$9.54K ﹤0.01%
+434
1647
$9.53K ﹤0.01%
209
+105
1648
$9.53K ﹤0.01%
515
+394
1649
$9.53K ﹤0.01%
200
1650
$9.52K ﹤0.01%
485
-362
64 65
66
67 68