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
426
$7K ﹤0.01%
19
427
$7K ﹤0.01%
74
428
$7K ﹤0.01%
27
429
$7K ﹤0.01%
273
430
$7K ﹤0.01%
42
431
$7K ﹤0.01%
336
+16
432
$7K ﹤0.01%
71
433
$7K ﹤0.01%
43
434
$6K ﹤0.01%
33
435
$6K ﹤0.01%
70
436
$6K ﹤0.01%
246
-1,532
437
$6K ﹤0.01%
194
438
$6K ﹤0.01%
150
439
$6K ﹤0.01%
49
440
$6K ﹤0.01%
+6
441
$6K ﹤0.01%
32
442
$6K ﹤0.01%
55
443
$6K ﹤0.01%
184
444
$6K ﹤0.01%
91
445
$6K ﹤0.01%
230
446
$6K ﹤0.01%
59
447
$6K ﹤0.01%
141
448
$6K ﹤0.01%
88
449
$6K ﹤0.01%
114
450
$6K ﹤0.01%
63
16 17
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