LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
This Quarter Return
+2.76%
1 Year Return
+8.43%
3 Year Return
+20.19%
5 Year Return
+48.2%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+0.07%)
Cap. Flow
-$3.08M
Cap. Flow
% of AUM
-2.11%
Top 10 Holdings %
Top 10 Hldgs %
32.86%
Holding
112
New
13
Increased
58
Reduced
23
Closed
3
Top Buys
| 1 |
iShares Silver Trust
SLV
|
$2.22M |
| 2 |
SPDR Gold Trust
GLD
|
$1.45M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$829K |
| 4 |
First Trust Consumer Staples AlphaDEX Fund
FXG
|
$772K |
| 5 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
$707K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 1.86% |
| 2 | Utilities | 1.54% |
| 3 | Industrials | 0.99% |
| 4 | Communication Services | 0.65% |
| 5 | Energy | 0.61% |
