LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
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
+$5.29M
2
+$3.11M
3
+$2.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.97M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.32M

Top Sells

1
+$2.07M
2
+$1.89M
3
+$1.58M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$894K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$365K

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
576
– –
-100
577
$0 ﹤0.01%
4
578
– –
-52
579
– –
-250
580
– –
-10
581
– –
0
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