LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
This Quarter Return
+5.71%
1 Year Return
+8.43%
3 Year Return
+20.19%
5 Year Return
+48.2%
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(+19%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
11.58%
Top 10 Holdings %
Top 10 Hldgs %
61.58%
Holding
266
New
31
Increased
56
Reduced
26
Closed
6
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$10.2M |
| 2 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$6.47M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$6.42M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$3.9M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$3.19M |
Sector Composition
| 1 | Consumer Staples | 1.13% |
| 2 | Financials | 1.05% |
| 3 | Technology | 1.02% |
| 4 | Healthcare | 0.96% |
| 5 | Utilities | 0.83% |
