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
151
$142K 0.07%
1,510
152
$136K 0.07%
993
-125
153
$136K 0.07%
6,000
154
$135K 0.07%
731
155
$134K 0.06%
3,171
156
$134K 0.06%
4,940
-1,385
157
$132K 0.06%
2,425
158
$131K 0.06%
1,547
-2,042
159
$129K 0.06%
3,027
160
$128K 0.06%
1,030
161
$122K 0.06%
1,613
162
$122K 0.06%
855
-529
163
$121K 0.06%
568
164
$121K 0.06%
1,893
165
$120K 0.06%
1,891
-742
166
$117K 0.06%
2,210
+1,932
167
$115K 0.06%
2,401
-25
168
$113K 0.05%
1,977
169
$111K 0.05%
914
170
$109K 0.05%
2,295
171
$106K 0.05%
1,313
172
$104K 0.05%
5,174
173
$103K 0.05%
1,701
-1,437
174
$101K 0.05%
3,486
-3,159
175
$101K 0.05%
2,129
5 6
7
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