LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
1-Year Return
8.43%
This Quarter Return
+4.87%
1 Year Return
+8.43%
3 Year Return
+20.19%
5 Year Return
+48.2%
10 Year Return
–
AUM
$225M
AUM Growth
+$12.3M
(+5.8%)
Cap. Flow
+$2.48M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
30.42%
Holding
593
New
30
Increased
93
Reduced
91
Closed
16
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.59M |
| 2 |
iShares MSCI USA Size Factor ETF
SIZE
|
+$2.16M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$2.01M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$379K |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$376K |
Top Sells
Sector Composition
| 1 | Utilities | 2.04% |
| 2 | Consumer Staples | 1.49% |
| 3 | Financials | 1.24% |
| 4 | Industrials | 0.89% |
| 5 | Technology | 0.88% |
