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
1876
$4.86K ﹤0.01%
343
1877
$4.85K ﹤0.01%
+129
1878
$4.81K ﹤0.01%
+48
1879
$4.81K ﹤0.01%
+375
1880
$4.8K ﹤0.01%
+250
1881
$4.78K ﹤0.01%
+190
1882
$4.77K ﹤0.01%
187
+3
1883
$4.77K ﹤0.01%
1,138
1884
$4.75K ﹤0.01%
+127
1885
$4.74K ﹤0.01%
+43
1886
$4.73K ﹤0.01%
237
1887
$4.69K ﹤0.01%
100
+23
1888
$4.65K ﹤0.01%
+63
1889
$4.62K ﹤0.01%
189
-131
1890
$4.62K ﹤0.01%
22
+20
1891
$4.59K ﹤0.01%
86
-224
1892
$4.58K ﹤0.01%
+180
1893
$4.56K ﹤0.01%
26
-50
1894
$4.54K ﹤0.01%
+275
1895
$4.54K ﹤0.01%
69
-200
1896
$4.52K ﹤0.01%
225
+110
1897
$4.52K ﹤0.01%
+2,824
1898
$4.52K ﹤0.01%
+10,000
1899
$4.51K ﹤0.01%
40
-1,166
1900
$4.5K ﹤0.01%
104
74 75
76
77 78