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
$225M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.15M
3
+$2.01M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$379K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$376K

Top Sells

1
+$1.55M
2
+$1.49M
3
+$1.25M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$620K

Sector Composition

1 Utilities 2.04%
2 Consumer Staples 1.49%
3 Financials 1.24%
4 Industrials 0.89%
5 Technology 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19K 0.01%
369
352
$19K 0.01%
470
353
$19K 0.01%
704
354
$19K 0.01%
301
+36
355
$19K 0.01%
183
356
$19K 0.01%
648
-374
357
$19K 0.01%
182
358
$18K 0.01%
1,962
+75
359
$18K 0.01%
165
360
$18K 0.01%
319
361
$18K 0.01%
1,536
+8
362
$18K 0.01%
266
363
$17K 0.01%
624
364
$17K 0.01%
418
365
$17K 0.01%
305
+30
366
$17K 0.01%
852
+9
367
$17K 0.01%
195
368
$16K 0.01%
185
369
$16K 0.01%
355
370
$16K 0.01%
632
371
$16K 0.01%
810
+3
372
$16K 0.01%
548
-1,138
373
$16K 0.01%
289
+3
374
$16K 0.01%
275
375
$16K 0.01%
150
13 14
15
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