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
$188M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.11M
3
+$2.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.97M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.32M

Top Sells

1
+$2.07M
2
+$1.89M
3
+$1.58M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$894K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$365K

Sector Composition

1 Utilities 2.11%
2 Consumer Staples 1.65%
3 Financials 1.31%
4 Consumer Discretionary 1.02%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
55
452
$5K ﹤0.01%
1,250
453
$5K ﹤0.01%
+170
454
$5K ﹤0.01%
40
455
$5K ﹤0.01%
24
456
$5K ﹤0.01%
91
-35
457
$5K ﹤0.01%
86
+44
458
$5K ﹤0.01%
143
459
$5K ﹤0.01%
194
460
$5K ﹤0.01%
61
461
$5K ﹤0.01%
97
462
$5K ﹤0.01%
+134
463
$5K ﹤0.01%
35
464
$5K ﹤0.01%
48
465
$4K ﹤0.01%
49
466
$4K ﹤0.01%
102
467
$4K ﹤0.01%
38
468
$4K ﹤0.01%
22
469
$4K ﹤0.01%
+135
470
$4K ﹤0.01%
30
471
$4K ﹤0.01%
25
472
$4K ﹤0.01%
23
473
$4K ﹤0.01%
146
-598
474
$4K ﹤0.01%
29
475
$4K ﹤0.01%
49
-7
17 18
19
20 21