LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
1-Year Return
8.43%
This Quarter Return
-1.6%
1 Year Return
+8.43%
3 Year Return
+20.19%
5 Year Return
+48.2%
10 Year Return
–
AUM
$171M
AUM Growth
+$14.4M
(+9.2%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
6.68%
Top 10 Holdings %
Top 10 Hldgs %
32.99%
Holding
529
New
417
Increased
30
Reduced
59
Closed
–
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$4.78M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3.61M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$3.38M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.57M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.32M |
Sector Composition
| 1 | Utilities | 2.18% |
| 2 | Consumer Staples | 1.68% |
| 3 | Financials | 1.59% |
| 4 | Industrials | 1.24% |
| 5 | Consumer Discretionary | 1.07% |
