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
$151M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$7.48M
3
+$5.88M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.76M
5
IAU icon
iShares Gold Trust
IAU
+$4.75M

Top Sells

1
+$5.28M
2
+$5.16M
3
+$5.01M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.06M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$446K

Sector Composition

1 Consumer Staples 1.21%
2 Utilities 1.15%
3 Financials 0.99%
4 Industrials 0.9%
5 Technology 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$341K 0.23%
4,638
+778
52
$335K 0.22%
+3,958
53
$335K 0.22%
11,897
54
$329K 0.22%
8,640
-824
55
$324K 0.21%
6,152
56
$324K 0.21%
12,180
+2,380
57
$316K 0.21%
7,593
-1,719
58
$310K 0.21%
10,479
+1,845
59
$296K 0.2%
4,016
+58
60
$290K 0.19%
2,738
+106
61
$273K 0.18%
15,126
+2,824
62
$266K 0.18%
+10,503
63
$264K 0.18%
5,000
64
$247K 0.16%
+10,330
65
$246K 0.16%
+4,852
66
$246K 0.16%
+4,238
67
$239K 0.16%
+680
68
$238K 0.16%
+9,780
69
$226K 0.15%
2,349
70
$221K 0.15%
2,389
71
$220K 0.15%
+3,186
72
$217K 0.14%
4,363
+49
73
$212K 0.14%
+1,166
74
$211K 0.14%
+3,949
75
$211K 0.14%
+6,348
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3
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