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
1726
$7.66K ﹤0.01%
143
-143
1727
$7.64K ﹤0.01%
190
1728
$7.59K ﹤0.01%
192
+190
1729
$7.57K ﹤0.01%
51
-38
1730
$7.56K ﹤0.01%
187
+174
1731
$7.55K ﹤0.01%
159
1732
$7.55K ﹤0.01%
310
1733
$7.54K ﹤0.01%
82
+64
1734
$7.53K ﹤0.01%
+114
1735
$7.48K ﹤0.01%
+410
1736
$7.47K ﹤0.01%
70
-1,143
1737
$7.43K ﹤0.01%
99
+51
1738
$7.43K ﹤0.01%
209
1739
$7.43K ﹤0.01%
300
1740
$7.38K ﹤0.01%
205
-63
1741
$7.32K ﹤0.01%
226
1742
$7.27K ﹤0.01%
20
-18
1743
$7.27K ﹤0.01%
93
+83
1744
$7.26K ﹤0.01%
3,427
-23
1745
$7.25K ﹤0.01%
55
+22
1746
$7.24K ﹤0.01%
2,720
-37
1747
$7.22K ﹤0.01%
82
-109
1748
$7.2K ﹤0.01%
904
+71
1749
$7.19K ﹤0.01%
911
+892
1750
$7.16K ﹤0.01%
302
-4
68 69
70
71 72