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
276
$37K 0.02%
+615
277
$37K 0.02%
436
278
$37K 0.02%
720
279
$36K 0.02%
272
+243
280
$36K 0.02%
1,585
281
$36K 0.02%
1,182
282
$35K 0.02%
1,817
-1,640
283
$33K 0.02%
566
284
$33K 0.02%
634
285
$33K 0.02%
3,653
286
$33K 0.02%
1,820
+44
287
$32K 0.02%
1,823
-1,300
288
$32K 0.02%
917
289
$32K 0.02%
783
290
$31K 0.01%
440
291
$31K 0.01%
182
292
$30K 0.01%
1,171
293
$30K 0.01%
482
294
$29K 0.01%
1,130
295
$29K 0.01%
375
296
$28K 0.01%
421
297
$28K 0.01%
520
298
$28K 0.01%
288
299
$27K 0.01%
490
300
$27K 0.01%
1,053
10 11
12
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