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
$140M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.39M
3
+$5.22M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$690K

Top Sells

1
+$5.12M
2
+$4.01M
3
+$548K
4
WEC icon
WEC Energy
WEC
+$232K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$194K

Sector Composition

1 Consumer Staples 0.93%
2 Industrials 0.83%
3 Financials 0.74%
4 Energy 0.7%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-119
277
– –
-408
278
– –
-105
279
– –
-2,444
280
– –
-240
281
– –
-1,263
8 9 10 11
12