LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Fund
S&P 500
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
+$6.45M
2
+$3.81M
3
+$3.56M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.71M

Top Sells

1
+$2.76M
2
+$1.51M
3
+$1.11M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$881K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$838K

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
476
$4K ﹤0.01%
143
477
$4K ﹤0.01%
50
478
$4K ﹤0.01%
50
479
$4K ﹤0.01%
78
480
$4K ﹤0.01%
36
481
$4K ﹤0.01%
82
482
$4K ﹤0.01%
48
483
$3K ﹤0.01%
43
484
$3K ﹤0.01%
110
485
$3K ﹤0.01%
23
486
$3K ﹤0.01%
109
487
$3K ﹤0.01%
+200
488
$3K ﹤0.01%
61
489
$3K ﹤0.01%
129
-452
490
$3K ﹤0.01%
168
491
$3K ﹤0.01%
62
492
$3K ﹤0.01%
50
493
$3K ﹤0.01%
8
494
$3K ﹤0.01%
35
-4
495
$3K ﹤0.01%
106
496
$3K ﹤0.01%
114
+6
497
$3K ﹤0.01%
75
498
$3K ﹤0.01%
55
499
$2K ﹤0.01%
72
500
$2K ﹤0.01%
1
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