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
$207M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.81M
3
+$3.69M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.74M

Top Sells

1
+$2.76M
2
+$1.55M
3
+$1.14M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$896K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$852K

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
451
$5K ﹤0.01%
108
452
$5K ﹤0.01%
40
453
$5K ﹤0.01%
1,250
454
$5K ﹤0.01%
40
455
$5K ﹤0.01%
24
456
$5K ﹤0.01%
86
457
$5K ﹤0.01%
38
458
$5K ﹤0.01%
103
459
$5K ﹤0.01%
61
460
$5K ﹤0.01%
138
461
$5K ﹤0.01%
190
+100
462
$5K ﹤0.01%
134
463
$5K ﹤0.01%
35
464
$4K ﹤0.01%
22
465
$4K ﹤0.01%
135
466
$4K ﹤0.01%
125
467
$4K ﹤0.01%
30
468
$4K ﹤0.01%
25
469
$4K ﹤0.01%
170
470
$4K ﹤0.01%
146
471
$4K ﹤0.01%
49
472
$4K ﹤0.01%
143
473
$4K ﹤0.01%
82
474
$4K ﹤0.01%
49
475
$4K ﹤0.01%
100
17 18
19
20 21