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
2351
$1.07K ﹤0.01%
16
-27
2352
$1.07K ﹤0.01%
104
-438
2353
$1.07K ﹤0.01%
109
+34
2354
$1.06K ﹤0.01%
15
+7
2355
$1.06K ﹤0.01%
16
2356
$1.06K ﹤0.01%
+106
2357
$1.06K ﹤0.01%
50
+45
2358
$1.05K ﹤0.01%
+63
2359
$1.04K ﹤0.01%
8
2360
$1.04K ﹤0.01%
48
2361
$1.03K ﹤0.01%
84
+1
2362
$1.03K ﹤0.01%
34
-29
2363
$1.03K ﹤0.01%
+30
2364
$1.02K ﹤0.01%
+64
2365
$1.02K ﹤0.01%
97
+87
2366
$1.01K ﹤0.01%
+17
2367
$1.01K ﹤0.01%
160
-40
2368
$1.01K ﹤0.01%
+40
2369
$1.01K ﹤0.01%
+66
2370
$1K ﹤0.01%
12
-13
2371
$1K ﹤0.01%
+39
2372
$1K ﹤0.01%
+129
2373
$999 ﹤0.01%
27
-30
2374
$993 ﹤0.01%
62
2375
$986 ﹤0.01%
+13
93 94
95
96 97