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
$1.93B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,942
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$25.7M
3
+$17.4M
4
PLTR icon
Palantir
PLTR
+$9.65M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.35M

Top Sells

1
+$8.38M
2
+$4.33M
3
+$3.95M
4
VSTO
Vista Outdoor Inc.
VSTO
+$3.42M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$3.31M

Sector Composition

1 Technology 13.17%
2 Financials 4.23%
3 Healthcare 3.61%
4 Consumer Discretionary 3.48%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.06K ﹤0.01%
300
2027
$1.06K ﹤0.01%
83
+2
2028
$1.05K ﹤0.01%
25
+8
2029
$1.04K ﹤0.01%
60
+10
2030
$1.02K ﹤0.01%
106
-110
2031
$1.02K ﹤0.01%
80
+44
2032
$1.01K ﹤0.01%
+3
2033
$1K ﹤0.01%
+14
2034
$999 ﹤0.01%
62
2035
$998 ﹤0.01%
42
2036
$992 ﹤0.01%
+14
2037
$992 ﹤0.01%
21
2038
$990 ﹤0.01%
17
2039
$984 ﹤0.01%
26
-242
2040
$981 ﹤0.01%
+25
2041
$978 ﹤0.01%
104
2042
$973 ﹤0.01%
5
-2
2043
$966 ﹤0.01%
+25
2044
$954 ﹤0.01%
41
+1
2045
$953 ﹤0.01%
46
+1
2046
$942 ﹤0.01%
+136
2047
$933 ﹤0.01%
10
2048
$927 ﹤0.01%
+5
2049
$923 ﹤0.01%
+5
2050
$920 ﹤0.01%
28
80 81
82
83 84