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
2276
$1.35K ﹤0.01%
24
-5
2277
$1.35K ﹤0.01%
65
+62
2278
$1.34K ﹤0.01%
9
2279
$1.34K ﹤0.01%
42
+28
2280
$1.34K ﹤0.01%
+156
2281
$1.34K ﹤0.01%
17
+2
2282
$1.33K ﹤0.01%
35
2283
$1.33K ﹤0.01%
244
+56
2284
$1.32K ﹤0.01%
+4
2285
$1.32K ﹤0.01%
77
2286
$1.32K ﹤0.01%
6
+3
2287
$1.32K ﹤0.01%
24
+3
2288
$1.31K ﹤0.01%
39
2289
$1.31K ﹤0.01%
30
2290
$1.3K ﹤0.01%
182
2291
$1.3K ﹤0.01%
+31
2292
$1.29K ﹤0.01%
20
+13
2293
$1.28K ﹤0.01%
200
-8
2294
$1.28K ﹤0.01%
69
+17
2295
$1.28K ﹤0.01%
37
2296
$1.27K ﹤0.01%
79
2297
$1.27K ﹤0.01%
48
+6
2298
$1.26K ﹤0.01%
43
2299
$1.26K ﹤0.01%
142
+129
2300
$1.25K ﹤0.01%
30
+28
90 91
92
93 94