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
$188M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$2.99M
3
+$2.16M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$2.01M
2
+$1.86M
3
+$1.52M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$857K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$356K

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
401
$11K 0.01%
75
402
$10K 0.01%
239
403
$10K 0.01%
+355
404
$10K 0.01%
280
405
$10K 0.01%
303
-275
406
$10K 0.01%
400
407
$10K 0.01%
500
-1,150
408
$10K 0.01%
+40
409
$10K 0.01%
344
410
$9K ﹤0.01%
221
411
$9K ﹤0.01%
2,000
412
$9K ﹤0.01%
246
413
$9K ﹤0.01%
96
414
$9K ﹤0.01%
90
415
$8K ﹤0.01%
80
416
$8K ﹤0.01%
302
417
$8K ﹤0.01%
19
418
$8K ﹤0.01%
273
419
$8K ﹤0.01%
494
420
$8K ﹤0.01%
67
421
$8K ﹤0.01%
71
422
$8K ﹤0.01%
58
423
$8K ﹤0.01%
52
424
$8K ﹤0.01%
920
425
$8K ﹤0.01%
160
15 16
17
18 19