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
276
$38K 0.02%
595
277
$37K 0.02%
892
-275
278
$37K 0.02%
1,585
279
$37K 0.02%
934
-5,074
280
$37K 0.02%
1,200
281
$36K 0.02%
1,010
282
$36K 0.02%
720
283
$35K 0.02%
619
-8
284
$35K 0.02%
1,182
285
$34K 0.02%
+566
286
$34K 0.02%
628
287
$33K 0.02%
970
+78
288
$33K 0.02%
2,108
289
$32K 0.02%
436
-6
290
$31K 0.02%
634
-513
291
$31K 0.02%
638
292
$31K 0.02%
520
293
$31K 0.02%
440
294
$31K 0.02%
1,776
+140
295
$31K 0.02%
735
296
$31K 0.02%
704
297
$31K 0.02%
273
-3,213
298
$31K 0.02%
182
299
$30K 0.02%
3,653
300
$29K 0.02%
1,171
10 11
12
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