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
2226
$1.58K ﹤0.01%
22
+20
2227
$1.58K ﹤0.01%
8
-37
2228
$1.57K ﹤0.01%
+17
2229
$1.57K ﹤0.01%
48
2230
$1.56K ﹤0.01%
8
+6
2231
$1.56K ﹤0.01%
96
+89
2232
$1.55K ﹤0.01%
+5
2233
$1.54K ﹤0.01%
23
-42
2234
$1.53K ﹤0.01%
44
-224
2235
$1.53K ﹤0.01%
+60
2236
$1.53K ﹤0.01%
19
+13
2237
$1.52K ﹤0.01%
174
-141
2238
$1.51K ﹤0.01%
56
-896
2239
$1.51K ﹤0.01%
32
-58
2240
$1.51K ﹤0.01%
206
+193
2241
$1.5K ﹤0.01%
181
+170
2242
$1.5K ﹤0.01%
8
2243
$1.5K ﹤0.01%
204
+198
2244
$1.5K ﹤0.01%
31
+17
2245
$1.5K ﹤0.01%
+15
2246
$1.49K ﹤0.01%
25
+10
2247
$1.49K ﹤0.01%
40
+28
2248
$1.48K ﹤0.01%
+66
2249
$1.48K ﹤0.01%
47
2250
$1.48K ﹤0.01%
63
+45
88 89
90
91 92