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LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.18M
3
+$795K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$730K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$448K

Top Sells

1
+$2.75M
2
+$1.4M
3
+$1.07M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$957K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$931K

Sector Composition

1 Utilities 2.02%
2 Financials 1.7%
3 Consumer Staples 1.57%
4 Industrials 1.19%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8K ﹤0.01%
246
402
$8K ﹤0.01%
126
403
$8K ﹤0.01%
143
404
$8K ﹤0.01%
176
+94
405
$8K ﹤0.01%
103
406
$8K ﹤0.01%
90
407
$8K ﹤0.01%
71
+16
408
$8K ﹤0.01%
500
409
$8K ﹤0.01%
1,250
410
$7K ﹤0.01%
32
411
$7K ﹤0.01%
80
412
$7K ﹤0.01%
74
413
$7K ﹤0.01%
273
414
$7K ﹤0.01%
+87
415
$7K ﹤0.01%
230
416
$7K ﹤0.01%
160
417
$7K ﹤0.01%
141
418
$7K ﹤0.01%
62
419
$7K ﹤0.01%
+146
420
$7K ﹤0.01%
60
421
$7K ﹤0.01%
1,441
422
$7K ﹤0.01%
100
423
$7K ﹤0.01%
98
424
$7K ﹤0.01%
272
425
$7K ﹤0.01%
114
15 16
17
18 19