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
$207M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$3.81M
3
+$3.69M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.75M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.74M

Top Sells

1
+$2.76M
2
+$1.55M
3
+$1.14M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$896K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$852K

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
51
$729K 0.35%
11,962
+1,331
52
$718K 0.35%
5,604
-18
53
$715K 0.34%
6,396
54
$709K 0.34%
4,722
-810
55
$706K 0.34%
8,253
+128
56
$701K 0.34%
1,929
57
$674K 0.32%
12,382
-7,119
58
$669K 0.32%
5,916
-169
59
$666K 0.32%
14,872
+748
60
$657K 0.32%
10,014
+18
61
$630K 0.3%
12,308
62
$600K 0.29%
11,780
-54,211
63
$599K 0.29%
5,507
64
$588K 0.28%
11,426
+7,398
65
$552K 0.27%
18,939
+11,056
66
$525K 0.25%
12,781
67
$521K 0.25%
18,106
+2,178
68
$511K 0.25%
16,033
+3,584
69
$497K 0.24%
5,529
+127
70
$489K 0.24%
6,388
+17
71
$484K 0.23%
9,486
72
$483K 0.23%
2,326
-100
73
$479K 0.23%
9,203
+6,925
74
$476K 0.23%
4,205
-13,717
75
$470K 0.23%
12,125
+820
1 2
3
4 5