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
2201
$1.71K ﹤0.01%
+71
2202
$1.7K ﹤0.01%
26
+22
2203
$1.7K ﹤0.01%
31
+19
2204
$1.69K ﹤0.01%
+347
2205
$1.69K ﹤0.01%
109
-1
2206
$1.67K ﹤0.01%
53
2207
$1.67K ﹤0.01%
+148
2208
$1.66K ﹤0.01%
16
+14
2209
$1.66K ﹤0.01%
+144
2210
$1.66K ﹤0.01%
10
+3
2211
$1.63K ﹤0.01%
+18
2212
$1.63K ﹤0.01%
6
2213
$1.62K ﹤0.01%
+50
2214
$1.61K ﹤0.01%
56
+7
2215
$1.61K ﹤0.01%
+5
2216
$1.6K ﹤0.01%
32
+24
2217
$1.6K ﹤0.01%
+121
2218
$1.6K ﹤0.01%
14
+6
2219
$1.59K ﹤0.01%
128
+6
2220
$1.59K ﹤0.01%
51
-48
2221
$1.59K ﹤0.01%
+11
2222
$1.59K ﹤0.01%
59
2223
$1.58K ﹤0.01%
14
+2
2224
$1.58K ﹤0.01%
+290
2225
$1.58K ﹤0.01%
12
-22
87 88
89
90 91