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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
$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
551
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552
$0 ﹤0.01%
7
553
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-2,090
554
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0
555
$0 ﹤0.01%
6
556
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-2
557
– –
-1,948
558
– –
-60
559
– –
0
560
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0
561
$0 ﹤0.01%
6
562
$0 ﹤0.01%
8
563
– –
-2,108
564
$0 ﹤0.01%
5
565
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-363
566
– –
-282
567
$0 ﹤0.01%
2
568
$0 ﹤0.01%
30
569
$0 ﹤0.01%
20
570
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-153
571
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-388
572
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573
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574
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-97
575
$0 ﹤0.01%
+7
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