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
$171M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Sells

1 +$4.78M
2 +$3.61M
3 +$3.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.57M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.32M

Sector Composition

1 Utilities 2.18%
2 Consumer Staples 1.68%
3 Financials 1.59%
4 Industrials 1.24%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$9K 0.01%
+494
377
$9K 0.01%
+550
378
$9K 0.01%
+880
379
$8K ﹤0.01%
+94
380
$8K ﹤0.01%
+264
381
$8K ﹤0.01%
+280
382
$8K ﹤0.01%
+303
383
$8K ﹤0.01%
+141
384
$8K ﹤0.01%
+67
385
$8K ﹤0.01%
+146
386
$8K ﹤0.01%
+178
387
$8K ﹤0.01%
+63
388
$7K ﹤0.01%
+74
389
$7K ﹤0.01%
+2,000
390
$7K ﹤0.01%
+273
391
$7K ﹤0.01%
+126
392
$7K ﹤0.01%
+103
393
$7K ﹤0.01%
+272
394
$7K ﹤0.01%
+114
395
$7K ﹤0.01%
+62
396
$7K ﹤0.01%
+60
397
$6K ﹤0.01%
+29
398
$6K ﹤0.01%
+115
399
$6K ﹤0.01%
+24
400
$6K ﹤0.01%
+37