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
376
$14K 0.01%
275
+10
377
$14K 0.01%
1,448
+264
378
$14K 0.01%
759
+135
379
$14K 0.01%
792
+141
380
$14K 0.01%
677
-4,411
381
$13K 0.01%
159
382
$13K 0.01%
357
+23
383
$13K 0.01%
272
384
$13K 0.01%
456
385
$13K 0.01%
84
+17
386
$13K 0.01%
800
387
$12K 0.01%
126
388
$12K 0.01%
104
389
$12K 0.01%
130
390
$12K 0.01%
+436
391
$12K 0.01%
+320
392
$12K 0.01%
63
393
$12K 0.01%
300
394
$12K 0.01%
492
395
$11K 0.01%
172
396
$11K 0.01%
223
397
$11K 0.01%
272
398
$11K 0.01%
122
-40
399
$11K 0.01%
202
400
$11K 0.01%
53
-248
14 15
16
17 18