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
$141M
AUM Growth
-$21K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.87M
3
+$2.02M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.5M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.42M

Top Sells

1
+$4.69M
2
+$3.71M
3
+$3.5M
4
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$2.66M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.34M

Sector Composition

1 Consumer Staples 1.99%
2 Utilities 1.59%
3 Industrials 0.95%
4 Real Estate 0.88%
5 Technology 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$465K 0.33%
10,102
-498
52
$464K 0.33%
11,879
-1,402
53
$460K 0.33%
7,773
-504
54
$430K 0.31%
9,965
+887
55
$411K 0.29%
1,856
56
$411K 0.29%
3,582
+75
57
$406K 0.29%
5,260
58
$401K 0.28%
14,169
59
$386K 0.27%
4,500
-118
60
$372K 0.26%
1,802
+103
61
$367K 0.26%
12,419
-85
62
$366K 0.26%
4,876
63
$364K 0.26%
4,352
64
$360K 0.26%
12,180
65
$355K 0.25%
12,750
-2,248
66
$353K 0.25%
4,324
+131
67
$351K 0.25%
6,305
-66,594
68
$335K 0.24%
11,903
+975
69
$334K 0.24%
9,288
-74
70
$308K 0.22%
10,410
-2,598
71
$307K 0.22%
32,690
-5,310
72
$305K 0.22%
5,085
+85
73
$305K 0.22%
+6,153
74
$302K 0.21%
7,288
+71
75
$301K 0.21%
5,167
1 2
3
4