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
2251
$1.48K ﹤0.01%
37
+10
2252
$1.47K ﹤0.01%
104
+78
2253
$1.46K ﹤0.01%
31
-2,697
2254
$1.46K ﹤0.01%
1,000
2255
$1.46K ﹤0.01%
11
+10
2256
$1.46K ﹤0.01%
+100
2257
$1.43K ﹤0.01%
+172
2258
$1.43K ﹤0.01%
9
+4
2259
$1.43K ﹤0.01%
500
2260
$1.43K ﹤0.01%
+35
2261
$1.41K ﹤0.01%
14
2262
$1.41K ﹤0.01%
244
-248
2263
$1.41K ﹤0.01%
6
2264
$1.41K ﹤0.01%
+35
2265
$1.4K ﹤0.01%
+9
2266
$1.4K ﹤0.01%
22
+17
2267
$1.4K ﹤0.01%
+22
2268
$1.4K ﹤0.01%
86
+1
2269
$1.39K ﹤0.01%
33
+29
2270
$1.38K ﹤0.01%
61
+59
2271
$1.38K ﹤0.01%
7
+6
2272
$1.35K ﹤0.01%
39
+33
2273
$1.35K ﹤0.01%
+174
2274
$1.35K ﹤0.01%
+155
2275
$1.35K ﹤0.01%
62
+54
89 90
91
92 93