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
$151M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$7.48M
3
+$5.88M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.76M
5
IAU icon
iShares Gold Trust
IAU
+$4.75M

Top Sells

1
+$5.28M
2
+$5.16M
3
+$5.01M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.06M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$446K

Sector Composition

1 Consumer Staples 1.21%
2 Utilities 1.15%
3 Financials 0.99%
4 Industrials 0.9%
5 Technology 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.81%
13,351
+86
27
$1.15M 0.76%
9,299
+1,146
28
$1.14M 0.76%
47,338
-145
29
$1.06M 0.7%
10,267
-332
30
$1.02M 0.68%
10,904
-1,230
31
$970K 0.64%
35,148
-380
32
$863K 0.57%
10,481
+1,259
33
$860K 0.57%
14,139
+538
34
$777K 0.52%
6,354
+640
35
$717K 0.48%
18,723
+426
36
$602K 0.4%
5,458
37
$564K 0.37%
20,376
-186,448
38
$541K 0.36%
8,642
-99
39
$528K 0.35%
10,838
-368
40
$522K 0.35%
4,314
+478
41
$520K 0.34%
8,000
42
$444K 0.29%
8,130
+258
43
$412K 0.27%
3,676
-85
44
$411K 0.27%
8,766
-1,899
45
$404K 0.27%
12,566
+2,844
46
$401K 0.27%
3,589
-141
47
$385K 0.26%
5,438
+1,728
48
$377K 0.25%
4,903
+743
49
$366K 0.24%
1,903
+287
50
$342K 0.23%
7,156
+1,072
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