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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,795
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$24.9M
3
+$19M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$18.1M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$12.7M

Top Sells

1
+$11.3M
2
+$11M
3
+$8.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.81M

Sector Composition

1 Technology 15.78%
2 Financials 4.77%
3 Consumer Discretionary 4.11%
4 Industrials 3.72%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PACS icon
2151
PACS Group
PACS
$5.79B
$11.4K ﹤0.01%
354
-740
VTMX icon
2152
Vesta Real Estate
VTMX
$3.11B
$11.4K ﹤0.01%
+341
OSCR icon
2153
Oscar Health
OSCR
$8.56B
$11.3K ﹤0.01%
989
-120
NATL icon
2154
NCR Atleos
NATL
$3.22B
$11.3K ﹤0.01%
260
+5
CR icon
2155
Crane Co
CR
$12.4B
$11.3K ﹤0.01%
66
-6
CLBT icon
2156
Cellebrite
CLBT
$3.2B
$11.3K ﹤0.01%
820
+731
TYRA icon
2157
Tyra Biosciences
TYRA
$1.68B
$11.3K ﹤0.01%
295
+149
FHN icon
2158
First Horizon
FHN
$11.8B
$11.3K ﹤0.01%
496
-114
KBR icon
2159
KBR
KBR
$4.16B
$11.2K ﹤0.01%
305
+90
DFEM icon
2160
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.57B
$11.2K ﹤0.01%
325
TS icon
2161
Tenaris
TS
$28.9B
$11.2K ﹤0.01%
193
+57
XRP
2162
Bitwise XRP ETF
XRP
$259M
$11.2K ﹤0.01%
+747
ESTC icon
2163
Elastic
ESTC
$6.13B
$11.2K ﹤0.01%
224
-87
ANNX icon
2164
Annexon
ANNX
$803M
$11.2K ﹤0.01%
2,016
+16
AMX icon
2165
America Movil
AMX
$79.5B
$11.2K ﹤0.01%
438
+53
HUM icon
2166
Humana
HUM
$43.3B
$11.1K ﹤0.01%
64
-117
BMAR icon
2167
Innovator US Equity Buffer ETF March
BMAR
$249M
$11.1K ﹤0.01%
212
TKO icon
2168
TKO Group
TKO
$14.9B
$11.1K ﹤0.01%
55
+11
TEN
2169
Tsakos Energy Navigation Ltd
TEN
$1.15B
$11.1K ﹤0.01%
281
+243
ETHT
2170
ProShares Ultra Ether ETF
ETHT
$162M
$11.1K ﹤0.01%
739
+2
COIG
2171
Leverage Shares 2X Long COIN Daily ETF
COIG
$7.82M
$11.1K ﹤0.01%
+1,600
LEG icon
2172
Leggett & Platt
LEG
$1.5B
$11K ﹤0.01%
1,117
+325
TNGY
2173
Tortoise Energy ETF
TNGY
$516M
$11K ﹤0.01%
1,058
-530
CTS icon
2174
CTS Corp
CTS
$1.92B
$11K ﹤0.01%
231
-11
FBCV icon
2175
Fidelity Blue Chip Value ETF
FBCV
$165M
$11K ﹤0.01%
306
+1
85 86
87
88 89