LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
1-Year Return
8.43%
This Quarter Return
+1.11%
1 Year Return
+8.43%
3 Year Return
+20.19%
5 Year Return
+48.2%
10 Year Return
–
AUM
$212M
AUM Growth
+$5.02M
(+2.4%)
Cap. Flow
+$3.07M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
30.69%
Holding
576
New
16
Increased
77
Reduced
93
Closed
13
Top Buys
| 1 |
iShares MBS ETF
MBB
|
+$1.72M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.47M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.07M |
| 4 |
SYE
SPDR MFS Systematic Core Equity ETF of SSgA Active Trust
SYE
|
+$436K |
| 5 |
Invesco S&P 500 Equal Weight Materials ETF
RSPM
|
+$354K |
Top Sells
Sector Composition
| 1 | Utilities | 2.09% |
| 2 | Consumer Staples | 1.58% |
| 3 | Financials | 1.28% |
| 4 | Real Estate | 0.94% |
| 5 | Industrials | 0.94% |
