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
76
$460K 0.22%
4,430
77
$457K 0.22%
14,883
-6,246
78
$457K 0.22%
18,057
79
$455K 0.22%
8,607
+3,272
80
$453K 0.22%
6,360
-1,110
81
$416K 0.2%
1,142
82
$410K 0.2%
7,344
-1,027
83
$394K 0.19%
2,384
84
$391K 0.19%
5,167
85
$390K 0.19%
2,912
86
$387K 0.19%
4,432
+253
87
$386K 0.19%
4,782
-48
88
$367K 0.18%
11,884
+7,612
89
$366K 0.18%
10,698
-1,270
90
$365K 0.18%
3,279
-882
91
$355K 0.17%
12,371
92
$353K 0.17%
5,574
93
$351K 0.17%
2,645
+1,018
94
$347K 0.17%
10,197
+600
95
$346K 0.17%
1,784
96
$346K 0.17%
5,030
97
$343K 0.17%
6,980
98
$342K 0.16%
3,586
99
$342K 0.16%
6,225
-1,115
100
$339K 0.16%
2,347
2 3
4
5 6