LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
1-Year Return
8.43%
This Quarter Return
-15.29%
1 Year Return
+8.43%
3 Year Return
+20.19%
5 Year Return
+48.2%
10 Year Return
–
AUM
$185M
AUM Growth
-$40.1M
(-18%)
Cap. Flow
-$214K
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
32.36%
Holding
594
New
18
Increased
93
Reduced
115
Closed
18
Top Buys
Top Sells
| 1 |
iShares MBS ETF
MBB
|
+$1.07M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$941K |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$708K |
| 4 |
iShares Global Tech ETF
IXN
|
+$633K |
| 5 |
iShares MSCI USA Size Factor ETF
SIZE
|
+$593K |
Sector Composition
| 1 | Utilities | 2.18% |
| 2 | Consumer Staples | 1.55% |
| 3 | Financials | 0.98% |
| 4 | Technology | 0.93% |
| 5 | Industrials | 0.78% |
