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
$225M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.15M
3
+$2.01M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$379K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$376K

Top Sells

1
+$1.55M
2
+$1.49M
3
+$1.25M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$620K

Sector Composition

1 Utilities 2.04%
2 Consumer Staples 1.49%
3 Financials 1.24%
4 Industrials 0.89%
5 Technology 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60K 0.03%
732
+8
227
$60K 0.03%
1,575
228
$59K 0.03%
2,873
229
$59K 0.03%
1,170
230
$58K 0.03%
275
231
$57K 0.03%
1,188
232
$57K 0.03%
343
233
$56K 0.02%
963
+323
234
$56K 0.02%
987
-72
235
$55K 0.02%
232
236
$55K 0.02%
1,512
237
$55K 0.02%
619
238
$54K 0.02%
304
239
$54K 0.02%
1,063
240
$54K 0.02%
1,975
241
$54K 0.02%
391
242
$52K 0.02%
662
243
$51K 0.02%
580
+1
244
$51K 0.02%
1,778
245
$51K 0.02%
1,115
246
$51K 0.02%
149
247
$51K 0.02%
960
248
$50K 0.02%
2,590
249
$50K 0.02%
1,075
250
$49K 0.02%
1,823
8 9
10
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