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
$123M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.4M
3
+$11.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.74M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.11M

Top Sells

1
+$12.3M
2
+$11.2M
3
+$10.6M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$8.66M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.51M

Sector Composition

1 Technology 1.19%
2 Healthcare 1.17%
3 Consumer Staples 1.13%
4 Financials 1.03%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83K 0.07%
922
+713
77
$83K 0.07%
+3,695
78
$81K 0.07%
458
79
$80K 0.07%
2,592
+16
80
$78K 0.06%
2,826
+2,825
81
$77K 0.06%
890
82
$76K 0.06%
1,441
83
$75K 0.06%
695
84
$74K 0.06%
1,213
-200,865
85
$72K 0.06%
+1,300
86
$72K 0.06%
1,464
87
$72K 0.06%
1,741
88
$71K 0.06%
2,031
+23
89
$71K 0.06%
+1,540
90
$70K 0.06%
+1,397
91
$67K 0.05%
+1,377
92
$67K 0.05%
+420
93
$67K 0.05%
+1,044
94
$66K 0.05%
+1,580
95
$65K 0.05%
1,939
-43
96
$65K 0.05%
+1,632
97
$65K 0.05%
+468
98
$64K 0.05%
1,134
+1,110
99
$61K 0.05%
736
100
$60K 0.05%
828
2 3
4
5 6