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
1651
$9.37K ﹤0.01%
515
+396
1652
$9.37K ﹤0.01%
268
+258
1653
$9.37K ﹤0.01%
253
1654
$9.37K ﹤0.01%
511
+20
1655
$9.31K ﹤0.01%
+136
1656
$9.29K ﹤0.01%
63
-73
1657
$9.29K ﹤0.01%
101
-1
1658
$9.28K ﹤0.01%
347
+5
1659
$9.25K ﹤0.01%
+2,421
1660
$9.25K ﹤0.01%
+197
1661
$9.22K ﹤0.01%
631
+624
1662
$9.16K ﹤0.01%
2,078
+2,036
1663
$9.09K ﹤0.01%
1,131
+232
1664
$9.03K ﹤0.01%
137
+1
1665
$9.01K ﹤0.01%
1,479
+224
1666
$8.97K ﹤0.01%
637
-134
1667
$8.97K ﹤0.01%
+250
1668
$8.97K ﹤0.01%
376
+2
1669
$8.97K ﹤0.01%
126
+26
1670
$8.95K ﹤0.01%
+364
1671
$8.92K ﹤0.01%
90
+12
1672
$8.92K ﹤0.01%
121
-265
1673
$8.91K ﹤0.01%
+267
1674
$8.88K ﹤0.01%
350
+41
1675
$8.84K ﹤0.01%
1,078
+6
65 66
67
68 69