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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
+1.84%
1 Year Est. Return
+8.43%
3 Year Est. Return
+20.19%
5 Year Est. Return
+48.2%
10 Year Est. Return
–
AUM
$90.1M
AUM Growth
–
Cap. Flow
+$90.1M
Cap. Flow
% of AUM
99.97%
Top 10 Holdings %
Top 10 Hldgs %
74.55%
Holding
214
New
212
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$11.3M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
+$11.2M |
| 3 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$11.2M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$9.89M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$8.65M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.44% |
| 2 | Consumer Staples | 1.36% |
| 3 | Healthcare | 1.28% |
| 4 | Financials | 1.02% |
| 5 | Industrials | 0.56% |
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LifePlan Financial Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for LifePlan Financial Group, which disclosed 214 positions worth $90.1M. Its ten largest holdings account for 75% of the portfolio.
Its largest position is iShares 1-3 Year Treasury Bond ETF: 134,376 shares worth $11.3M.
By sector, the portfolio is most concentrated in Technology at 1.4% of assets, followed by Consumer Staples and Healthcare.
- LifePlan Financial Group's largest Q2 2013 buy was iShares 1-3 Year Treasury Bond ETF: 134,376 shares worth $11.3M.
- LifePlan Financial Group's ten largest holdings make up 75% of its $90.1M portfolio in Q2 2013.
- LifePlan Financial Group disclosed 214 positions in Q2 2013, its first 13F filing on record.
Based on LifePlan Financial Group's 13F filing for Q2 2013, filed 2 Aug 2013.