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
$185M
AUM Growth
-$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Sells

1 +$1.07M
2 +$941K
3 +$708K
4
IXN icon
iShares Global Tech ETF
IXN
+$633K
5
SIZE icon
iShares MSCI USA Size Factor ETF
SIZE
+$593K

Sector Composition

1 Utilities 2.18%
2 Consumer Staples 1.55%
3 Financials 0.98%
4 Technology 0.93%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
52
402
$9K ﹤0.01%
624
403
$9K ﹤0.01%
+150
404
$9K ﹤0.01%
334
405
$9K ﹤0.01%
90
406
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27
407
$8K ﹤0.01%
64
408
$8K ﹤0.01%
1,000
409
$8K ﹤0.01%
239
-65
410
$8K ﹤0.01%
355
411
$8K ﹤0.01%
160
412
$8K ﹤0.01%
340
413
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232
+42
414
$8K ﹤0.01%
172
415
$7K ﹤0.01%
16
416
$7K ﹤0.01%
172
417
$7K ﹤0.01%
240
418
$7K ﹤0.01%
246
419
$7K ﹤0.01%
280
420
$7K ﹤0.01%
273
421
$7K ﹤0.01%
400
422
$7K ﹤0.01%
362
423
$7K ﹤0.01%
98
424
$7K ﹤0.01%
28
425
$7K ﹤0.01%
71