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

Top Buys

1
+$5.29M
2
+$3.11M
3
+$2.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.97M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.32M

Top Sells

1
+$2.07M
2
+$1.89M
3
+$1.58M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$894K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$365K

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%
172
410
$9K ﹤0.01%
2,000
411
$9K ﹤0.01%
246
412
$9K ﹤0.01%
96
413
$9K ﹤0.01%
90
414
$9K ﹤0.01%
221
415
$8K ﹤0.01%
80
416
$8K ﹤0.01%
302
417
$8K ﹤0.01%
19
418
$8K ﹤0.01%
52
419
$8K ﹤0.01%
920
420
$8K ﹤0.01%
273
421
$8K ﹤0.01%
160
422
$8K ﹤0.01%
494
423
$8K ﹤0.01%
67
424
$8K ﹤0.01%
71
425
$8K ﹤0.01%
58
15 16
17
18 19