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
$149M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.71M
3
+$4.98M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$4.97M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.93M

Top Sells

1
+$7.04M
2
+$6.67M
3
+$6.31M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$5.26M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.21M

Sector Composition

1 Consumer Staples 1.29%
2 Utilities 0.93%
3 Industrials 0.78%
4 Technology 0.75%
5 Financials 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,921
102
– –
-2,389
103
– –
-3,830
1 2 3 4
5