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
326
$23K 0.01%
646
+211
327
$23K 0.01%
351
328
$23K 0.01%
537
-198
329
$23K 0.01%
80
330
$22K 0.01%
238
331
$22K 0.01%
833
332
$22K 0.01%
195
333
$21K 0.01%
383
+5
334
$21K 0.01%
380
335
$21K 0.01%
950
336
$21K 0.01%
193
+25
337
$21K 0.01%
680
338
$21K 0.01%
357
-238
339
$20K 0.01%
624
-309
340
$20K 0.01%
670
341
$20K 0.01%
77
342
$20K 0.01%
771
-3,562
343
$20K 0.01%
759
344
$20K 0.01%
135
345
$20K 0.01%
281
346
$19K 0.01%
369
+146
347
$19K 0.01%
420
348
$18K 0.01%
61
349
$18K 0.01%
165
350
$18K 0.01%
263
12 13
14
15 16