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
76
$209K 0.14%
1,865
77
$207K 0.14%
2,208
-100
78
$206K 0.14%
2,503
-64,197
79
$204K 0.14%
+3,244
80
$59K 0.04%
1,231
-112
81
$54K 0.04%
1,441
82
$6K ﹤0.01%
+50
83
– –
-5,324
1 2 3
4