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
1676
$8.83K ﹤0.01%
+400
1677
$8.8K ﹤0.01%
377
+34
1678
$8.79K ﹤0.01%
673
+181
1679
$8.78K ﹤0.01%
225
-356
1680
$8.78K ﹤0.01%
105
-200
1681
$8.76K ﹤0.01%
109
+78
1682
$8.74K ﹤0.01%
669
+628
1683
$8.67K ﹤0.01%
85
1684
$8.51K ﹤0.01%
+522
1685
$8.48K ﹤0.01%
113
+24
1686
$8.48K ﹤0.01%
111
+5
1687
$8.44K ﹤0.01%
+397
1688
$8.36K ﹤0.01%
173
+166
1689
$8.32K ﹤0.01%
52
+40
1690
$8.32K ﹤0.01%
305
-3
1691
$8.31K ﹤0.01%
265
+3
1692
$8.31K ﹤0.01%
+185
1693
$8.31K ﹤0.01%
193
1694
$8.3K ﹤0.01%
1,015
1695
$8.26K ﹤0.01%
1,046
+1,040
1696
$8.23K ﹤0.01%
142
-4
1697
$8.22K ﹤0.01%
100
1698
$8.22K ﹤0.01%
92
+42
1699
$8.2K ﹤0.01%
193
+110
1700
$8.2K ﹤0.01%
1,086
+1,027
66 67
68
69 70