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
301
$27K 0.01%
512
302
$27K 0.01%
200
303
$27K 0.01%
692
304
$27K 0.01%
1,022
305
$26K 0.01%
480
306
$26K 0.01%
250
307
$26K 0.01%
686
308
$26K 0.01%
289
309
$26K 0.01%
268
310
$26K 0.01%
400
311
$26K 0.01%
717
312
$26K 0.01%
4,950
313
$25K 0.01%
916
-708
314
$25K 0.01%
310
315
$25K 0.01%
535
-8
316
$25K 0.01%
227
317
$25K 0.01%
704
318
$25K 0.01%
450
319
$25K 0.01%
+1,825
320
$24K 0.01%
1,021
321
$24K 0.01%
1,050
322
$24K 0.01%
765
-4,997
323
$24K 0.01%
2,395
324
$24K 0.01%
477
325
$23K 0.01%
200
11 12
13
14 15