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

Top Buys

1
+$5.08M
2
+$2.99M
3
+$2.16M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.31M

Top Sells

1
+$2.01M
2
+$1.86M
3
+$1.52M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$857K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$356K

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
501
$3K ﹤0.01%
55
502
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503
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108
-100
504
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108
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505
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506
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507
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4
508
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60
+10
509
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510
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27
-6
511
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43
512
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+23
513
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514
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106
515
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+25
516
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28
-25
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520
$1K ﹤0.01%
19
521
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9
-34
522
$1K ﹤0.01%
15
-3
523
$1K ﹤0.01%
7
524
$1K ﹤0.01%
14
525
$1K ﹤0.01%
33
19 20
21
22 23