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
$149M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.71M
3
+$4.98M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$4.97M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.93M

Top Sells

1
+$7.04M
2
+$6.67M
3
+$6.31M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$5.26M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.21M

Sector Composition

1 Consumer Staples 1.29%
2 Utilities 0.93%
3 Industrials 0.78%
4 Technology 0.75%
5 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 1.29%
+50,781
27
$1.88M 1.26%
+46,728
28
$1.85M 1.24%
+16,861
29
$1.84M 1.23%
+45,911
30
$1.81M 1.21%
60,847
+8,657
31
$1.74M 1.17%
+36,187
32
$1.66M 1.11%
+84,159
33
$1.56M 1.04%
+36,148
34
$1.38M 0.92%
33,667
+4,097
35
$1.36M 0.91%
17,336
+4,052
36
$1.26M 0.85%
9,884
+1,515
37
$1.18M 0.79%
50,662
+3,674
38
$1.12M 0.75%
35,824
+676
39
$1.08M 0.73%
10,119
40
$1.08M 0.72%
40,902
+31,434
41
$1.07M 0.72%
9,126
-35,997
42
$973K 0.65%
11,978
+4,138
43
$967K 0.65%
10,486
-20
44
$879K 0.59%
28,019
-28,870
45
$877K 0.59%
8,347
+4,816
46
$830K 0.56%
14,517
-78,343
47
$818K 0.55%
12,887
-15
48
$741K 0.5%
6,023
+379
49
$725K 0.49%
6,699
+1,133
50
$712K 0.48%
17,020
+9,761
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