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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
$185M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.18M
3
+$795K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$730K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$448K

Top Sells

1
+$2.75M
2
+$1.4M
3
+$1.07M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$957K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$931K

Sector Composition

1 Utilities 2.02%
2 Financials 1.7%
3 Consumer Staples 1.57%
4 Industrials 1.19%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7K ﹤0.01%
67
427
$6K ﹤0.01%
40
-394
428
$6K ﹤0.01%
27
429
$6K ﹤0.01%
145
-364
430
$6K ﹤0.01%
24
431
$6K ﹤0.01%
37
432
$6K ﹤0.01%
59
-48
433
$6K ﹤0.01%
194
434
$6K ﹤0.01%
138
435
$6K ﹤0.01%
49
436
$6K ﹤0.01%
43
437
$6K ﹤0.01%
88
438
$6K ﹤0.01%
77
439
$6K ﹤0.01%
115
440
$5K ﹤0.01%
6
441
$5K ﹤0.01%
+90
442
$5K ﹤0.01%
171
443
$5K ﹤0.01%
208
+108
444
$5K ﹤0.01%
43
445
$5K ﹤0.01%
75
446
$5K ﹤0.01%
97
447
$5K ﹤0.01%
35
448
$5K ﹤0.01%
70
449
$5K ﹤0.01%
38
450
$5K ﹤0.01%
+260
16 17
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