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
1976
$3.44K ﹤0.01%
+68
1977
$3.44K ﹤0.01%
45
+6
1978
$3.43K ﹤0.01%
219
+3
1979
$3.43K ﹤0.01%
736
+674
1980
$3.4K ﹤0.01%
86
+81
1981
$3.39K ﹤0.01%
44
+38
1982
$3.39K ﹤0.01%
44
+40
1983
$3.39K ﹤0.01%
18
1984
$3.36K ﹤0.01%
49
+18
1985
$3.34K ﹤0.01%
629
+117
1986
$3.34K ﹤0.01%
+44
1987
$3.34K ﹤0.01%
42
1988
$3.32K ﹤0.01%
49
1989
$3.3K ﹤0.01%
467
1990
$3.3K ﹤0.01%
113
+100
1991
$3.29K ﹤0.01%
+116
1992
$3.27K ﹤0.01%
188
+183
1993
$3.27K ﹤0.01%
49
+39
1994
$3.24K ﹤0.01%
103
+32
1995
$3.24K ﹤0.01%
+68
1996
$3.22K ﹤0.01%
143
-3,045
1997
$3.22K ﹤0.01%
484
+481
1998
$3.21K ﹤0.01%
+177
1999
$3.17K ﹤0.01%
68
2000
$3.17K ﹤0.01%
87
-2
78 79
80
81 82