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
$207M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.81M
3
+$3.69M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.74M

Top Sells

1
+$2.76M
2
+$1.55M
3
+$1.14M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$896K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$852K

Sector Composition

1 Utilities 1.97%
2 Consumer Staples 1.53%
3 Financials 1.3%
4 Industrials 0.98%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.18%
28,049
-1,797
27
$2.34M 1.13%
21,484
-1,615
28
$2.24M 1.08%
13,424
-732
29
$2.19M 1.06%
18,460
-2,015
30
$2.18M 1.05%
72,726
-38,058
31
$1.94M 0.93%
17,647
-241
32
$1.92M 0.93%
28,842
-13,446
33
$1.74M 0.84%
14,423
-17
34
$1.72M 0.83%
13,645
-1,844
35
$1.72M 0.83%
21,076
+15,140
36
$1.67M 0.8%
39,184
+232
37
$1.58M 0.76%
72,120
+46,340
38
$1.57M 0.76%
14,566
+12,119
39
$1.46M 0.71%
13,300
-5,108
40
$1.44M 0.69%
7,682
+968
41
$1.3M 0.63%
15,687
-811
42
$1.3M 0.63%
32,437
-4,808
43
$1.16M 0.56%
29,960
+5,655
44
$1.14M 0.55%
14,580
-7,451
45
$1.13M 0.54%
9,684
-44
46
$1.09M 0.53%
36,540
+18,232
47
$998K 0.48%
34,050
+27,929
48
$956K 0.46%
14,539
+306
49
$915K 0.44%
15,082
+6,123
50
$817K 0.39%
5,683
-400
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