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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
$185M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$2.18M
3
+$795K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$730K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$448K

Top Sells

1
+$2.75M
2
+$1.4M
3
+$1.07M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$957K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$931K

Sector Composition

1 Utilities 2.02%
2 Financials 1.7%
3 Consumer Staples 1.57%
4 Industrials 1.19%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
42
502
$2K ﹤0.01%
37
503
$2K ﹤0.01%
106
+46
504
$2K ﹤0.01%
80
505
$2K ﹤0.01%
+88
506
$2K ﹤0.01%
58
507
$2K ﹤0.01%
13
508
$2K ﹤0.01%
9
509
$2K ﹤0.01%
10
510
$2K ﹤0.01%
90
-328
511
$2K ﹤0.01%
17
512
$2K ﹤0.01%
37
513
$1K ﹤0.01%
17
514
$1K ﹤0.01%
19
515
$1K ﹤0.01%
30
516
$1K ﹤0.01%
100
517
$1K ﹤0.01%
+9
518
$1K ﹤0.01%
57
519
$1K ﹤0.01%
36
520
$1K ﹤0.01%
67
521
$1K ﹤0.01%
9
522
$1K ﹤0.01%
3
523
$1K ﹤0.01%
35
524
$1K ﹤0.01%
14
525
$1K ﹤0.01%
33
19 20
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22 23