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LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$916K
3
+$503K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$285K
5
IBND icon
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
+$272K

Top Sells

1
+$9.65M
2
+$9.61M
3
+$4.98M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$907K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$859K

Sector Composition

1 Consumer Staples 1.42%
2 Financials 1.32%
3 Technology 1.21%
4 Utilities 1.16%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
18
252
$1K ﹤0.01%
36
253
$1K ﹤0.01%
150
254
$1K ﹤0.01%
17
255
$1K ﹤0.01%
46
256
$1K ﹤0.01%
25
257
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1
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268
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272
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275
$0 ﹤0.01%
20
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