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
2151
$1.99K ﹤0.01%
39
+32
2152
$1.98K ﹤0.01%
57
+39
2153
$1.97K ﹤0.01%
343
2154
$1.97K ﹤0.01%
219
-455
2155
$1.96K ﹤0.01%
23
+18
2156
$1.95K ﹤0.01%
151
+1
2157
$1.95K ﹤0.01%
+85
2158
$1.94K ﹤0.01%
60
+35
2159
$1.93K ﹤0.01%
+37
2160
$1.93K ﹤0.01%
+1
2161
$1.92K ﹤0.01%
44
-43
2162
$1.92K ﹤0.01%
+626
2163
$1.9K ﹤0.01%
369
+354
2164
$1.9K ﹤0.01%
+45
2165
$1.9K ﹤0.01%
+409
2166
$1.9K ﹤0.01%
82
2167
$1.89K ﹤0.01%
31
-3
2168
$1.88K ﹤0.01%
62
+31
2169
$1.88K ﹤0.01%
115
2170
$1.87K ﹤0.01%
+105
2171
$1.87K ﹤0.01%
+135
2172
$1.87K ﹤0.01%
49
+33
2173
$1.86K ﹤0.01%
+43
2174
$1.86K ﹤0.01%
500
2175
$1.85K ﹤0.01%
+135
85 86
87
88 89