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
$141M
AUM Growth
-$21K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.87M
3
+$2.02M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.5M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.42M

Top Sells

1
+$4.69M
2
+$3.71M
3
+$3.5M
4
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$2.66M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.34M

Sector Composition

1 Consumer Staples 1.99%
2 Utilities 1.59%
3 Industrials 0.95%
4 Real Estate 0.88%
5 Technology 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.49%
33,808
+1,602
27
$2.02M 1.43%
+32,583
28
$1.79M 1.27%
19,196
+65
29
$1.71M 1.21%
70,580
+4,597
30
$1.71M 1.21%
20,606
+1,452
31
$1.51M 1.07%
18,346
-678
32
$1.47M 1.04%
26,914
+7,785
33
$1.41M 1%
11,616
+1,282
34
$1.35M 0.96%
52,646
-283
35
$1.14M 0.81%
43,306
-1,818
36
$1.12M 0.79%
32,271
+1,927
37
$1.1M 0.78%
8,716
-68
38
$1.09M 0.77%
9,979
39
$1M 0.71%
36,756
+640
40
$853K 0.61%
9,482
+286
41
$834K 0.59%
16,584
42
$833K 0.59%
14,581
+825
43
$797K 0.57%
7,139
-53
44
$737K 0.52%
22,435
-185
45
$680K 0.48%
4,461
-187
46
$641K 0.46%
13,208
-1,058
47
$635K 0.45%
21,367
-3,318
48
$521K 0.37%
29,391
-2,551
49
$511K 0.36%
7,704
+1,630
50
$479K 0.34%
6,092
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