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
$140M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.39M
3
+$5.22M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$690K

Top Sells

1
+$5.12M
2
+$4.01M
3
+$548K
4
WEC icon
WEC Energy
WEC
+$232K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$194K

Sector Composition

1 Consumer Staples 0.93%
2 Industrials 0.83%
3 Financials 0.74%
4 Energy 0.7%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.72%
12,858
+32
27
$995K 0.71%
10,599
+415
28
$914K 0.65%
13,371
+271
29
$816K 0.58%
35,112
-2,772
30
$800K 0.57%
18,086
+11,381
31
$716K 0.51%
9,329
+1,594
32
$674K 0.48%
5,680
+223
33
$644K 0.46%
14,382
-3,422
34
$595K 0.42%
5,472
+370
35
$576K 0.41%
8,000
36
$539K 0.38%
11,160
-20
37
$537K 0.38%
10,265
+118
38
$536K 0.38%
3,723
+75
39
$517K 0.37%
8,980
40
$489K 0.35%
5,945
+611
41
$483K 0.34%
3,834
-15
42
$438K 0.31%
7,946
-92,896
43
$425K 0.3%
3,686
-156
44
$420K 0.3%
3,447
+939
45
$370K 0.26%
9,406
-234
46
$347K 0.25%
11,897
-740
47
$335K 0.24%
6,340
-428
48
$298K 0.21%
4,160
-85
49
$294K 0.21%
4,314
+1,164
50
$293K 0.21%
9,722
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