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
$225M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.07M
3
+$2.02M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$389K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$372K

Top Sells

1
+$1.55M
2
+$1.44M
3
+$1.23M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.16M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$617K

Sector Composition

1 Utilities 2.04%
2 Consumer Staples 1.49%
3 Financials 1.24%
4 Industrials 0.89%
5 Technology 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
135
477
$4K ﹤0.01%
+21
478
$4K ﹤0.01%
36
479
$4K ﹤0.01%
82
480
$4K ﹤0.01%
1,250
481
$4K ﹤0.01%
170
482
$4K ﹤0.01%
82
483
$4K ﹤0.01%
49
484
$4K ﹤0.01%
103
485
$4K ﹤0.01%
50
486
$4K ﹤0.01%
50
487
$4K ﹤0.01%
477
488
$3K ﹤0.01%
50
489
$3K ﹤0.01%
23
490
$3K ﹤0.01%
100
491
$3K ﹤0.01%
35
492
$3K ﹤0.01%
62
493
$3K ﹤0.01%
170
+62
494
$3K ﹤0.01%
43
495
$3K ﹤0.01%
110
496
$3K ﹤0.01%
42
497
$3K ﹤0.01%
205
+5
498
$3K ﹤0.01%
61
499
$3K ﹤0.01%
129
500
$3K ﹤0.01%
168
18 19
20
21 22