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
1826
$5.91K ﹤0.01%
+93
1827
$5.91K ﹤0.01%
278
-783
1828
$5.83K ﹤0.01%
+300
1829
$5.81K ﹤0.01%
519
1830
$5.79K ﹤0.01%
189
+163
1831
$5.76K ﹤0.01%
400
1832
$5.72K ﹤0.01%
492
1833
$5.7K ﹤0.01%
57
1834
$5.67K ﹤0.01%
37
+1
1835
$5.66K ﹤0.01%
148
-206
1836
$5.66K ﹤0.01%
+301
1837
$5.62K ﹤0.01%
+399
1838
$5.62K ﹤0.01%
101
1839
$5.61K ﹤0.01%
114
+77
1840
$5.61K ﹤0.01%
+315
1841
$5.61K ﹤0.01%
212
+209
1842
$5.57K ﹤0.01%
224
+19
1843
$5.57K ﹤0.01%
274
-1,097
1844
$5.55K ﹤0.01%
665
1845
$5.55K ﹤0.01%
324
+309
1846
$5.51K ﹤0.01%
80
+41
1847
$5.5K ﹤0.01%
431
+189
1848
$5.48K ﹤0.01%
161
1849
$5.47K ﹤0.01%
+88
1850
$5.45K ﹤0.01%
262
+93
72 73
74
75 76