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
$188M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.11M
3
+$2.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.97M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.32M

Top Sells

1
+$2.07M
2
+$1.89M
3
+$1.58M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$894K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$365K

Sector Composition

1 Utilities 2.11%
2 Consumer Staples 1.65%
3 Financials 1.31%
4 Consumer Discretionary 1.02%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$46K 0.02%
1,051
252
$46K 0.02%
1,585
253
$46K 0.02%
786
254
$45K 0.02%
1,624
255
$45K 0.02%
+363
256
$44K 0.02%
232
257
$44K 0.02%
179
258
$44K 0.02%
255
-25
259
$43K 0.02%
1,075
-1,428
260
$42K 0.02%
7,875
261
$42K 0.02%
933
+75
262
$42K 0.02%
265
263
$42K 0.02%
439
264
$42K 0.02%
756
+442
265
$40K 0.02%
1,778
266
$40K 0.02%
717
-7
267
$40K 0.02%
605
-5
268
$40K 0.02%
149
269
$40K 0.02%
2,700
270
$39K 0.02%
3,591
271
$39K 0.02%
488
-52
272
$39K 0.02%
1,387
-11,171
273
$39K 0.02%
1,050
274
$38K 0.02%
917
+878
275
$38K 0.02%
998
+163
9 10
11
12 13