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
$188M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.11M
3
+$2.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.97M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.32M

Top Sells

1
+$2.07M
2
+$1.89M
3
+$1.58M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$894K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$365K

Sector Composition

1 Utilities 2.11%
2 Consumer Staples 1.65%
3 Financials 1.31%
4 Consumer Discretionary 1.02%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$421K 0.22%
11,305
+2,629
77
$407K 0.22%
4,430
+1,111
78
$397K 0.21%
11,968
-1,640
79
$395K 0.21%
12,449
+1,929
80
$386K 0.21%
6,715
-47
81
$386K 0.21%
7,340
+41
82
$381K 0.2%
2,384
83
$376K 0.2%
10,506
-379
84
$374K 0.2%
4,830
+32
85
$367K 0.2%
5,167
86
$367K 0.2%
7,723
-1,031
87
$361K 0.19%
5,574
88
$358K 0.19%
4,179
+303
89
$356K 0.19%
3,586
90
$353K 0.19%
1,248
+673
91
$351K 0.19%
5,030
92
$350K 0.19%
12,371
93
$343K 0.18%
2,912
94
$333K 0.18%
3,565
+1,050
95
$329K 0.18%
6,980
96
$323K 0.17%
17,438
97
$321K 0.17%
4,060
98
$320K 0.17%
9,597
+2,217
99
$320K 0.17%
2,347
100
$310K 0.17%
7,758
-57
2 3
4
5 6