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
251
$47K 0.02%
1,075
252
$46K 0.02%
523
-47
253
$44K 0.02%
179
254
$44K 0.02%
265
255
$43K 0.02%
1,051
256
$42K 0.02%
717
257
$42K 0.02%
756
258
$42K 0.02%
258
-570
259
$42K 0.02%
1,606
+1,495
260
$42K 0.02%
1,050
261
$41K 0.02%
7,875
262
$41K 0.02%
3,591
263
$40K 0.02%
428
-11
264
$40K 0.02%
+2,590
265
$40K 0.02%
1,387
266
$40K 0.02%
2,700
267
$39K 0.02%
490
+2
268
$39K 0.02%
763
-3,235
269
$39K 0.02%
786
270
$38K 0.02%
1,010
271
$38K 0.02%
998
272
$38K 0.02%
1,200
273
$37K 0.02%
605
274
$37K 0.02%
892
275
$37K 0.02%
255
9 10
11
12 13