We are live on ! Find out more
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
$219M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1 +$6.46M
2 +$4.65M
3 +$2.72M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.28M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$2.21M

Top Sells

1 +$3.26M
2 +$3.2M
3 +$2.57M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.46M
5
MBB icon
iShares MBS ETF
MBB
+$1.97M

Sector Composition

1 Utilities 1.88%
2 Consumer Staples 1.43%
3 Technology 1.07%
4 Financials 1.05%
5 Industrials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWV icon
426
iShares Russell 3000 ETF
IWV
$19.3B
$8K ﹤0.01%
42
MDLZ icon
427
Mondelez International
MDLZ
$80.9B
$8K ﹤0.01%
160
PGR icon
428
Progressive
PGR
$119B
$8K ﹤0.01%
98
SCHH icon
429
Schwab US REIT ETF
SCHH
$10.3B
$8K ﹤0.01%
428
-252
SLX icon
430
VanEck Steel ETF
SLX
$244M
$8K ﹤0.01%
285
SPIB icon
431
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$8K ﹤0.01%
232
TROW icon
432
T. Rowe Price
TROW
$23.5B
$8K ﹤0.01%
62
UNH icon
433
UnitedHealth
UNH
$371B
$8K ﹤0.01%
28
V icon
434
Visa
V
$613B
$8K ﹤0.01%
43
IYLD icon
435
iShares Morningstar Multi-Asset Income ETF
IYLD
$128M
$8K ﹤0.01%
362
VV icon
436
Vanguard Large-Cap ETF
VV
$52B
$8K ﹤0.01%
58
XCUR icon
437
Exicure
XCUR
$17.7M
$8K ﹤0.01%
22
ENB icon
438
Enbridge
ENB
$123B
$7K ﹤0.01%
246
EXC icon
439
Exelon
EXC
$47.3B
$7K ﹤0.01%
280
FXZ icon
440
First Trust Materials AlphaDEX Fund
FXZ
$444M
$7K ﹤0.01%
197
HR icon
441
Healthcare Realty
HR
$7.17B
$7K ﹤0.01%
273
KIM icon
442
Kimco Realty
KIM
$17.5B
$7K ﹤0.01%
550
LIN icon
443
Linde
LIN
$242B
$7K ﹤0.01%
33
MFC icon
444
Manulife Financial
MFC
$67.1B
$7K ﹤0.01%
494
MPC icon
445
Marathon Petroleum
MPC
$76.9B
$7K ﹤0.01%
+182
MS icon
446
Morgan Stanley
MS
$338B
$7K ﹤0.01%
141
PRU icon
447
Prudential Financial
PRU
$37.7B
$7K ﹤0.01%
122
RPG icon
448
Invesco S&P 500 Pure Growth ETF
RPG
$2.15B
$7K ﹤0.01%
265
SCHM icon
449
Schwab US Mid-Cap ETF
SCHM
$14.9B
$7K ﹤0.01%
414
-483
SPYD icon
450
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.5B
$7K ﹤0.01%
258