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
$232M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Sells

1 +$698K
2 +$586K
3 +$416K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$365K
5
VUG icon
Vanguard Growth ETF
VUG
+$319K

Sector Composition

1 Utilities 1.79%
2 Consumer Staples 1.53%
3 Technology 1.08%
4 Financials 1.02%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EEM icon
401
iShares MSCI Emerging Markets ETF
EEM
$22.9B
$11K ﹤0.01%
239
JPEM icon
402
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$390M
$11K ﹤0.01%
227
-149
WOOD icon
403
iShares Global Timber & Forestry ETF
WOOD
$249M
$11K ﹤0.01%
169
-97
XLB icon
404
State Street Materials Select Sector SPDR ETF
XLB
$5.99B
$11K ﹤0.01%
344
COST icon
405
Costco
COST
$428B
$10K ﹤0.01%
27
EWC icon
406
iShares MSCI Canada ETF
EWC
$3.95B
$10K ﹤0.01%
355
GLW icon
407
Corning
GLW
$80.8B
$10K ﹤0.01%
303
HE icon
408
Hawaiian Electric Industries
HE
$2.49B
$10K ﹤0.01%
300
NURE icon
409
Nuveen Short-Term REIT ETF
NURE
$32.2M
$10K ﹤0.01%
456
PYZ icon
410
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
$92.9M
$10K ﹤0.01%
185
-430
USHY icon
411
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.7B
$10K ﹤0.01%
260
+126
BLK icon
412
Blackrock
BLK
$180B
$9K ﹤0.01%
16
BSX icon
413
Boston Scientific
BSX
$131B
$9K ﹤0.01%
237
-50
CI icon
414
Cigna
CI
$72.7B
$9K ﹤0.01%
52
GE icon
415
GE Aerospace
GE
$343B
$9K ﹤0.01%
275
IQ icon
416
iQIYI
IQ
$1.87B
$9K ﹤0.01%
400
MDLZ icon
417
Mondelez International
MDLZ
$73.9B
$9K ﹤0.01%
160
PBA icon
418
Pembina Pipeline
PBA
$22.6B
$9K ﹤0.01%
424
-262
PGR icon
419
Progressive
PGR
$119B
$9K ﹤0.01%
98
SJNK icon
420
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.29B
$9K ﹤0.01%
340
SLX icon
421
VanEck Steel ETF
SLX
$172M
$9K ﹤0.01%
285
SPIB icon
422
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$9K ﹤0.01%
232
UNH icon
423
UnitedHealth
UNH
$300B
$9K ﹤0.01%
28
V icon
424
Visa
V
$633B
$9K ﹤0.01%
44
+1
BKF icon
425
iShares MSCI BIC ETF
BKF
$93.7M
$8K ﹤0.01%
164