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
2176
$1.85K ﹤0.01%
+45
2177
$1.84K ﹤0.01%
+28
2178
$1.83K ﹤0.01%
226
2179
$1.83K ﹤0.01%
53
+43
2180
$1.83K ﹤0.01%
+116
2181
$1.8K ﹤0.01%
51
+25
2182
$1.8K ﹤0.01%
+148
2183
$1.8K ﹤0.01%
16
2184
$1.79K ﹤0.01%
75
-815
2185
$1.78K ﹤0.01%
40
-92
2186
$1.78K ﹤0.01%
67
-52
2187
$1.78K ﹤0.01%
+205
2188
$1.77K ﹤0.01%
85
+1
2189
$1.77K ﹤0.01%
+130
2190
$1.77K ﹤0.01%
14
+13
2191
$1.76K ﹤0.01%
38
2192
$1.76K ﹤0.01%
58
-144
2193
$1.75K ﹤0.01%
+6
2194
$1.74K ﹤0.01%
21
2195
$1.73K ﹤0.01%
63
+48
2196
$1.73K ﹤0.01%
+121
2197
$1.72K ﹤0.01%
20
+3
2198
$1.72K ﹤0.01%
68
-1,004
2199
$1.72K ﹤0.01%
+84
2200
$1.71K ﹤0.01%
15
+3
86 87
88
89 90