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
151
$144K 0.08%
1,510
152
$142K 0.08%
1,390
153
$142K 0.08%
1,885
154
$140K 0.07%
2,586
+150
155
$137K 0.07%
1,118
156
$135K 0.07%
1,143
157
$135K 0.07%
2,116
158
$131K 0.07%
3,027
159
$130K 0.07%
2,425
160
$130K 0.07%
2,426
161
$130K 0.07%
828
+570
162
$129K 0.07%
2,808
+645
163
$129K 0.07%
731
164
$129K 0.07%
4,272
-536
165
$127K 0.07%
3,171
+37
166
$127K 0.07%
1,030
167
$123K 0.07%
2,517
+1,867
168
$121K 0.06%
1,613
169
$118K 0.06%
2,278
+2,132
170
$114K 0.06%
568
171
$114K 0.06%
1,893
-62
172
$113K 0.06%
4,333
-319
173
$111K 0.06%
914
174
$111K 0.06%
2,295
175
$110K 0.06%
2,020
-194
5 6
7
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