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
2126
$2.21K ﹤0.01%
+132
2127
$2.21K ﹤0.01%
+396
2128
$2.2K ﹤0.01%
38
-36
2129
$2.19K ﹤0.01%
60
+56
2130
$2.17K ﹤0.01%
47
-5
2131
$2.17K ﹤0.01%
35
+16
2132
$2.16K ﹤0.01%
+244
2133
$2.15K ﹤0.01%
+127
2134
$2.14K ﹤0.01%
286
+151
2135
$2.1K ﹤0.01%
+12
2136
$2.09K ﹤0.01%
44
2137
$2.08K ﹤0.01%
+44
2138
$2.07K ﹤0.01%
+100
2139
$2.07K ﹤0.01%
38
+33
2140
$2.06K ﹤0.01%
76
-164
2141
$2.06K ﹤0.01%
193
+130
2142
$2.06K ﹤0.01%
+400
2143
$2.06K ﹤0.01%
250
+100
2144
$2.03K ﹤0.01%
20
2145
$2.02K ﹤0.01%
109
-2
2146
$2.02K ﹤0.01%
211
+189
2147
$2.02K ﹤0.01%
366
2148
$2.01K ﹤0.01%
48
2149
$2K ﹤0.01%
631
2150
$2K ﹤0.01%
+10
84 85
86
87 88