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
351
$19K 0.01%
135
-45
352
$18K 0.01%
263
353
$18K 0.01%
77
354
$17K 0.01%
165
355
$17K 0.01%
168
356
$17K 0.01%
282
357
$17K 0.01%
1,222
-5,213
358
$17K 0.01%
183
359
$17K 0.01%
275
360
$16K 0.01%
195
+130
361
$16K 0.01%
61
362
$16K 0.01%
435
363
$16K 0.01%
632
364
$15K 0.01%
185
365
$15K 0.01%
1,713
+82
366
$15K 0.01%
274
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367
$15K 0.01%
278
368
$15K 0.01%
581
-161
369
$15K 0.01%
276
370
$15K 0.01%
230
371
$15K 0.01%
593
372
$15K 0.01%
286
373
$15K 0.01%
265
374
$14K 0.01%
355
375
$14K 0.01%
900
13 14
15
16 17