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
126
$201K 0.11%
7,690
-6,842
127
$200K 0.11%
3,936
128
$192K 0.1%
+3,829
129
$190K 0.1%
1,384
-35
130
$187K 0.1%
1,506
131
$185K 0.1%
6,645
132
$181K 0.1%
2,460
+16
133
$180K 0.1%
1,622
134
$178K 0.09%
3,138
-2,384
135
$176K 0.09%
6,121
+3,324
136
$176K 0.09%
5,762
137
$175K 0.09%
2,390
-24
138
$174K 0.09%
4,772
+1,881
139
$174K 0.09%
2,633
-2,721
140
$169K 0.09%
3,542
141
$167K 0.09%
7,958
142
$166K 0.09%
3,527
143
$165K 0.09%
3,255
-221
144
$164K 0.09%
6,325
-8,621
145
$159K 0.08%
4,175
-116
146
$157K 0.08%
3,358
147
$148K 0.08%
2,951
+16
148
$146K 0.08%
2,129
149
$145K 0.08%
1,817
+405
150
$144K 0.08%
1,700
4 5
6
7 8