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
376
$14K 0.01%
1,799
+86
377
$14K 0.01%
275
378
$14K 0.01%
334
-23
379
$14K 0.01%
272
380
$13K 0.01%
63
381
$13K 0.01%
300
382
$13K 0.01%
456
383
$13K 0.01%
+100
384
$13K 0.01%
85
+1
385
$12K 0.01%
159
386
$12K 0.01%
127
+1
387
$12K 0.01%
172
388
$12K 0.01%
2,000
389
$12K 0.01%
+240
390
$12K 0.01%
122
391
$12K 0.01%
312
-622
392
$12K 0.01%
492
393
$12K 0.01%
100
-173
394
$12K 0.01%
75
395
$11K 0.01%
800
396
$11K 0.01%
130
397
$11K 0.01%
272
398
$11K 0.01%
53
399
$10K ﹤0.01%
239
400
$10K ﹤0.01%
355
14 15
16
17 18