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LFG

Larson Financial Group Portfolio holdings

AUM $3.12B
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.85B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,660
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$22.3M
3
+$19.7M
4
FNGU
MicroSectors FANG+ 3x Leveraged ETNs due Feb 17 2045
FNGU
+$13.9M
5
AAPL icon
Apple
AAPL
+$11.9M

Top Sells

1
+$19.1M
2
+$15M
3
+$11.6M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$6.82M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.6M

Sector Composition

1 Technology 16.08%
2 Financials 5.03%
3 Consumer Discretionary 4.53%
4 Industrials 3.51%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$9.55K ﹤0.01%
441
+284
2027
$9.55K ﹤0.01%
654
2028
$9.53K ﹤0.01%
330
2029
$9.53K ﹤0.01%
386
+382
2030
$9.53K ﹤0.01%
130
+127
2031
$9.52K ﹤0.01%
506
2032
$9.47K ﹤0.01%
1,437
+1,187
2033
$9.46K ﹤0.01%
28
+26
2034
$9.46K ﹤0.01%
536
+535
2035
$9.46K ﹤0.01%
+380
2036
$9.44K ﹤0.01%
+321
2037
$9.42K ﹤0.01%
148
-5
2038
$9.41K ﹤0.01%
192
-278
2039
$9.4K ﹤0.01%
125
-34
2040
$9.35K ﹤0.01%
939
+711
2041
$9.33K ﹤0.01%
221
+112
2042
$9.33K ﹤0.01%
+125
2043
$9.32K ﹤0.01%
3,304
2044
$9.31K ﹤0.01%
56
+3
2045
$9.29K ﹤0.01%
97
+2
2046
$9.24K ﹤0.01%
717
+617
2047
$9.23K ﹤0.01%
+33
2048
$9.23K ﹤0.01%
166
+161
2049
$9.17K ﹤0.01%
+211
2050
$9.1K ﹤0.01%
+1,000
80 81
82
83 84