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
101
$338K 0.16%
4,060
102
$325K 0.16%
3,350
+2,818
103
$322K 0.16%
17,438
104
$318K 0.15%
6,715
105
$312K 0.15%
12,449
-21,402
106
$302K 0.15%
6,183
-1,540
107
$301K 0.15%
7,097
-661
108
$292K 0.14%
10,123
109
$286K 0.14%
5,348
-334
110
$278K 0.13%
4,756
111
$275K 0.13%
3,926
112
$275K 0.13%
7,207
+2,435
113
$274K 0.13%
936
-312
114
$257K 0.12%
1,079
115
$248K 0.12%
6,927
-3,579
116
$244K 0.12%
2,578
-987
117
$241K 0.12%
2,397
118
$237K 0.11%
7,576
-548
119
$236K 0.11%
4,457
120
$235K 0.11%
3,043
121
$228K 0.11%
4,600
122
$223K 0.11%
1,595
-27
123
$220K 0.11%
1,674
124
$217K 0.1%
4,533
+1,006
125
$215K 0.1%
1,343
3 4
5
6 7