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
1801
$6.36K ﹤0.01%
184
+1
1802
$6.36K ﹤0.01%
36
+31
1803
$6.35K ﹤0.01%
40
-13
1804
$6.35K ﹤0.01%
+418
1805
$6.35K ﹤0.01%
76
-308
1806
$6.34K ﹤0.01%
168
+167
1807
$6.33K ﹤0.01%
78
+40
1808
$6.3K ﹤0.01%
+58
1809
$6.3K ﹤0.01%
+32
1810
$6.25K ﹤0.01%
+315
1811
$6.23K ﹤0.01%
186
1812
$6.2K ﹤0.01%
71
+5
1813
$6.17K ﹤0.01%
90
-44
1814
$6.16K ﹤0.01%
+241
1815
$6.15K ﹤0.01%
74
+22
1816
$6.14K ﹤0.01%
203
+183
1817
$6.09K ﹤0.01%
126
+111
1818
$6.08K ﹤0.01%
184
+57
1819
$6.08K ﹤0.01%
44
+29
1820
$6K ﹤0.01%
201
1821
$6K ﹤0.01%
181
1822
$5.98K ﹤0.01%
110
1823
$5.98K ﹤0.01%
520
-835
1824
$5.95K ﹤0.01%
40
+28
1825
$5.93K ﹤0.01%
234
+221
71 72
73
74 75