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
351
$18K 0.01%
500
352
$18K 0.01%
1,222
353
$18K 0.01%
275
354
$17K 0.01%
345
-170
355
$17K 0.01%
900
356
$17K 0.01%
183
357
$16K 0.01%
185
358
$16K 0.01%
418
+98
359
$16K 0.01%
295
-333
360
$16K 0.01%
632
361
$16K 0.01%
1,520
+72
362
$16K 0.01%
831
+39
363
$16K 0.01%
195
364
$16K 0.01%
265
365
$15K 0.01%
355
366
$15K 0.01%
+280
367
$15K 0.01%
276
368
$15K 0.01%
296
-221
369
$15K 0.01%
230
370
$15K 0.01%
+700
371
$15K 0.01%
801
+42
372
$15K 0.01%
500
373
$15K 0.01%
286
374
$15K 0.01%
677
375
$15K 0.01%
370
-173
13 14
15
16 17