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
2326
$1.16K ﹤0.01%
5
2327
$1.16K ﹤0.01%
52
-143
2328
$1.16K ﹤0.01%
22
-3
2329
$1.15K ﹤0.01%
+81
2330
$1.15K ﹤0.01%
97
-82
2331
$1.15K ﹤0.01%
+20
2332
$1.14K ﹤0.01%
+16
2333
$1.14K ﹤0.01%
24
2334
$1.14K ﹤0.01%
+4
2335
$1.14K ﹤0.01%
+37
2336
$1.14K ﹤0.01%
56
+53
2337
$1.13K ﹤0.01%
25
+4
2338
$1.12K ﹤0.01%
+30
2339
$1.12K ﹤0.01%
52
+11
2340
$1.11K ﹤0.01%
63
-74
2341
$1.1K ﹤0.01%
43
+22
2342
$1.1K ﹤0.01%
+43
2343
$1.1K ﹤0.01%
37
-325
2344
$1.1K ﹤0.01%
44
+35
2345
$1.09K ﹤0.01%
7
2346
$1.09K ﹤0.01%
13
2347
$1.08K ﹤0.01%
123
+61
2348
$1.08K ﹤0.01%
+27
2349
$1.08K ﹤0.01%
9
2350
$1.07K ﹤0.01%
+63
92 93
94
95 96