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
$207M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.81M
3
+$3.56M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Top Sells

1
+$2.76M
2
+$1.51M
3
+$1.11M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$881K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$838K

Sector Composition

1 Utilities 1.97%
2 Consumer Staples 1.53%
3 Financials 1.3%
4 Industrials 0.98%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
239
402
$10K ﹤0.01%
355
403
$10K ﹤0.01%
280
404
$10K ﹤0.01%
303
405
$10K ﹤0.01%
90
406
$9K ﹤0.01%
80
407
$9K ﹤0.01%
246
408
$9K ﹤0.01%
920
409
$9K ﹤0.01%
362
-231
410
$9K ﹤0.01%
160
411
$9K ﹤0.01%
494
412
$9K ﹤0.01%
96
413
$9K ﹤0.01%
340
+314
414
$9K ﹤0.01%
221
415
$8K ﹤0.01%
+273
416
$8K ﹤0.01%
52
417
$8K ﹤0.01%
+261
418
$8K ﹤0.01%
64
-40
419
$8K ﹤0.01%
400
420
$8K ﹤0.01%
98
421
$8K ﹤0.01%
67
422
$8K ﹤0.01%
58
423
$7K ﹤0.01%
190
-780
424
$7K ﹤0.01%
62
425
$7K ﹤0.01%
6
15 16
17
18 19