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
1751
$7.14K ﹤0.01%
208
1752
$7.11K ﹤0.01%
125
-265
1753
$7.1K ﹤0.01%
400
-400
1754
$7.06K ﹤0.01%
1,000
1755
$7.04K ﹤0.01%
4,000
1756
$7.03K ﹤0.01%
988
1757
$7.02K ﹤0.01%
320
+267
1758
$7.01K ﹤0.01%
+742
1759
$6.98K ﹤0.01%
22
+19
1760
$6.91K ﹤0.01%
170
1761
$6.9K ﹤0.01%
98
+78
1762
$6.88K ﹤0.01%
145
-221
1763
$6.87K ﹤0.01%
59
+49
1764
$6.86K ﹤0.01%
105
-62
1765
$6.86K ﹤0.01%
119
1766
$6.84K ﹤0.01%
631
+14
1767
$6.84K ﹤0.01%
231
1768
$6.82K ﹤0.01%
216
+205
1769
$6.8K ﹤0.01%
151
-47
1770
$6.8K ﹤0.01%
+842
1771
$6.8K ﹤0.01%
116
+112
1772
$6.79K ﹤0.01%
205
+133
1773
$6.77K ﹤0.01%
179
+128
1774
$6.76K ﹤0.01%
311
1775
$6.76K ﹤0.01%
119
-89
69 70
71
72 73