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
$171M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4M
3
+$1.42M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.2M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.07M

Top Sells

1
+$4.78M
2
+$3.61M
3
+$3.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.57M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.32M

Sector Composition

1 Utilities 2.18%
2 Consumer Staples 1.68%
3 Financials 1.59%
4 Industrials 1.24%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+7
477
$2K ﹤0.01%
+47
478
$2K ﹤0.01%
+20
479
$2K ﹤0.01%
+17
480
$2K ﹤0.01%
+77
481
$2K ﹤0.01%
+27
482
$2K ﹤0.01%
+9
483
$1K ﹤0.01%
+19
484
$1K ﹤0.01%
+19
485
$1K ﹤0.01%
+63
486
$1K ﹤0.01%
+30
487
$1K ﹤0.01%
+100
488
$1K ﹤0.01%
+9
489
$1K ﹤0.01%
+6
490
$1K ﹤0.01%
+23
491
$1K ﹤0.01%
+29
492
$1K ﹤0.01%
+57
493
$1K ﹤0.01%
+67
494
$1K ﹤0.01%
+3
495
$1K ﹤0.01%
+7
496
$1K ﹤0.01%
+33
497
$1K ﹤0.01%
+15
498
$1K ﹤0.01%
+33
499
$1K ﹤0.01%
+60
500
$1K ﹤0.01%
+60
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