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
451
$6K ﹤0.01%
91
452
$6K ﹤0.01%
194
453
$6K ﹤0.01%
58
454
$6K ﹤0.01%
63
455
$6K ﹤0.01%
134
456
$6K ﹤0.01%
35
457
$6K ﹤0.01%
+80
458
$6K ﹤0.01%
88
459
$5K ﹤0.01%
22
-10
460
$5K ﹤0.01%
22
461
$5K ﹤0.01%
230
-16
462
$5K ﹤0.01%
40
463
$5K ﹤0.01%
49
464
$5K ﹤0.01%
+242
465
$5K ﹤0.01%
86
466
$5K ﹤0.01%
143
467
$5K ﹤0.01%
38
468
$5K ﹤0.01%
165
469
$5K ﹤0.01%
61
470
$5K ﹤0.01%
190
471
$5K ﹤0.01%
78
472
$4K ﹤0.01%
135
473
$4K ﹤0.01%
+21
474
$4K ﹤0.01%
125
475
$4K ﹤0.01%
30
17 18
19
20 21