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
1926
$4.06K ﹤0.01%
144
1927
$4.06K ﹤0.01%
647
-150
1928
$4.04K ﹤0.01%
+53
1929
$4.03K ﹤0.01%
+104
1930
$4.03K ﹤0.01%
360
+9
1931
$4.02K ﹤0.01%
34
-72
1932
$4.01K ﹤0.01%
40
+19
1933
$4K ﹤0.01%
111
-19
1934
$3.99K ﹤0.01%
35
+31
1935
$3.97K ﹤0.01%
+397
1936
$3.97K ﹤0.01%
149
+26
1937
$3.95K ﹤0.01%
132
1938
$3.95K ﹤0.01%
51
+29
1939
$3.95K ﹤0.01%
176
+168
1940
$3.94K ﹤0.01%
+130
1941
$3.86K ﹤0.01%
+148
1942
$3.83K ﹤0.01%
366
1943
$3.81K ﹤0.01%
12
1944
$3.81K ﹤0.01%
+176
1945
$3.8K ﹤0.01%
240
+211
1946
$3.78K ﹤0.01%
167
-4,000
1947
$3.76K ﹤0.01%
+71
1948
$3.73K ﹤0.01%
500
+493
1949
$3.72K ﹤0.01%
183
+87
1950
$3.71K ﹤0.01%
15
-8
76 77
78
79 80