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
$188M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.11M
3
+$2.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.97M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.32M

Top Sells

1
+$2.07M
2
+$1.89M
3
+$1.58M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$894K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$365K

Sector Composition

1 Utilities 2.11%
2 Consumer Staples 1.65%
3 Financials 1.31%
4 Consumer Discretionary 1.02%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
100
477
$4K ﹤0.01%
165
478
$4K ﹤0.01%
50
479
$4K ﹤0.01%
78
480
$4K ﹤0.01%
+36
481
$4K ﹤0.01%
82
482
$4K ﹤0.01%
1,441
483
$3K ﹤0.01%
43
484
$3K ﹤0.01%
110
485
$3K ﹤0.01%
+125
486
$3K ﹤0.01%
16
487
$3K ﹤0.01%
+150
488
$3K ﹤0.01%
+109
489
$3K ﹤0.01%
61
-84
490
$3K ﹤0.01%
168
491
$3K ﹤0.01%
62
492
$3K ﹤0.01%
50
493
$3K ﹤0.01%
8
+5
494
$3K ﹤0.01%
82
-94
495
$3K ﹤0.01%
39
496
$3K ﹤0.01%
111
+1
497
$3K ﹤0.01%
108
+18
498
$3K ﹤0.01%
75
499
$3K ﹤0.01%
90
500
$3K ﹤0.01%
50
18 19
20
21 22