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
1701
$8.16K ﹤0.01%
841
+335
1702
$8.12K ﹤0.01%
+2,092
1703
$8.1K ﹤0.01%
+877
1704
$8.05K ﹤0.01%
123
+11
1705
$8.04K ﹤0.01%
601
+559
1706
$8.01K ﹤0.01%
1,000
1707
$8.01K ﹤0.01%
701
-264
1708
$7.96K ﹤0.01%
228
+210
1709
$7.95K ﹤0.01%
25
1710
$7.94K ﹤0.01%
+838
1711
$7.85K ﹤0.01%
330
1712
$7.84K ﹤0.01%
+1,831
1713
$7.81K ﹤0.01%
111
-13
1714
$7.77K ﹤0.01%
144
-77
1715
$7.76K ﹤0.01%
61
+60
1716
$7.76K ﹤0.01%
330
1717
$7.75K ﹤0.01%
+29
1718
$7.75K ﹤0.01%
137
+44
1719
$7.73K ﹤0.01%
222
1720
$7.72K ﹤0.01%
559
+359
1721
$7.7K ﹤0.01%
283
-764
1722
$7.7K ﹤0.01%
263
+96
1723
$7.67K ﹤0.01%
+421
1724
$7.67K ﹤0.01%
2,939
+79
1725
$7.67K ﹤0.01%
+257
67 68
69
70 71