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
$225M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.15M
3
+$2.01M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$379K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$376K

Top Sells

1
+$1.55M
2
+$1.49M
3
+$1.25M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$620K

Sector Composition

1 Utilities 2.04%
2 Consumer Staples 1.49%
3 Financials 1.24%
4 Industrials 0.89%
5 Technology 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
250
-250
427
$9K ﹤0.01%
340
428
$8K ﹤0.01%
43
429
$8K ﹤0.01%
16
+12
430
$8K ﹤0.01%
27
431
$8K ﹤0.01%
261
432
$8K ﹤0.01%
1,000
-1,000
433
$8K ﹤0.01%
+174
434
$8K ﹤0.01%
273
435
$8K ﹤0.01%
400
436
$8K ﹤0.01%
42
437
$8K ﹤0.01%
62
438
$8K ﹤0.01%
+28
439
$8K ﹤0.01%
71
440
$7K ﹤0.01%
164
+56
441
$7K ﹤0.01%
33
442
$7K ﹤0.01%
141
443
$7K ﹤0.01%
98
444
$7K ﹤0.01%
190
-161
445
$7K ﹤0.01%
49
446
$6K ﹤0.01%
70
447
$6K ﹤0.01%
40
448
$6K ﹤0.01%
55
449
$6K ﹤0.01%
194
450
$6K ﹤0.01%
24
16 17
18
19 20