LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.81M
3
+$3.69M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.74M

Top Sells

1
+$2.76M
2
+$1.55M
3
+$1.14M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$896K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$852K

Sector Composition

1 Utilities 1.97%
2 Consumer Staples 1.53%
3 Financials 1.3%
4 Industrials 0.98%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58K 0.03%
391
227
$57K 0.03%
600
228
$57K 0.03%
1,059
229
$57K 0.03%
275
230
$56K 0.03%
1,163
-1,100
231
$56K 0.03%
1,115
232
$56K 0.03%
1,521
233
$55K 0.03%
1,188
+27
234
$55K 0.03%
478
235
$54K 0.03%
2,572
236
$54K 0.03%
1,063
237
$53K 0.03%
232
238
$53K 0.03%
304
239
$53K 0.03%
343
-44
240
$52K 0.03%
951
-58
241
$51K 0.02%
+960
242
$50K 0.02%
1,975
243
$50K 0.02%
578
-238
244
$49K 0.02%
2,873
245
$49K 0.02%
1,512
246
$48K 0.02%
1,036
247
$48K 0.02%
149
248
$48K 0.02%
846
249
$47K 0.02%
1,585
250
$47K 0.02%
619
8 9
10
11 12