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
$225M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.15M
3
+$2.01M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$379K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$376K

Top Sells

1
+$1.55M
2
+$1.49M
3
+$1.25M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.21M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$620K

Sector Composition

1 Utilities 2.04%
2 Consumer Staples 1.49%
3 Financials 1.24%
4 Industrials 0.89%
5 Technology 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$510K 0.23%
1,724
+71
77
$509K 0.23%
6,666
+336
78
$499K 0.22%
16,989
-2,275
79
$484K 0.22%
11,542
+54
80
$483K 0.21%
4,430
81
$481K 0.21%
5,263
-121
82
$476K 0.21%
6,822
+18
83
$475K 0.21%
12,781
-896
84
$460K 0.2%
2,326
85
$459K 0.2%
2,912
86
$458K 0.2%
3,996
+135
87
$448K 0.2%
5,410
+2,367
88
$440K 0.2%
5,167
89
$415K 0.18%
4,427
-7
90
$406K 0.18%
2,384
91
$402K 0.18%
3,586
92
$402K 0.18%
5,574
93
$392K 0.17%
4,533
-126
94
$389K 0.17%
2,347
95
$383K 0.17%
12,397
-81
96
$382K 0.17%
6,980
97
$381K 0.17%
5,030
98
$374K 0.17%
4,060
99
$369K 0.16%
1,134
-8
100
$361K 0.16%
12,371
2 3
4
5 6