LFG
LifePlan Financial Group Portfolio holdings
AUM
$232M
1-Year Return
8.43%
This Quarter Return
+5.94%
1 Year Return
+8.43%
3 Year Return
+20.19%
5 Year Return
+48.2%
10 Year Return
–
AUM
$123M
AUM Growth
+$32.8M
(+36%)
Cap. Flow
+$27.6M
Cap. Flow
% of AUM
22.47%
Top 10 Holdings %
Top 10 Hldgs %
70.75%
Holding
251
New
37
Increased
42
Reduced
30
Closed
14
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12.2M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$11.4M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$11.2M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$9.74M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$7.11M |
Top Sells
Sector Composition
| 1 | Technology | 1.19% |
| 2 | Healthcare | 1.17% |
| 3 | Consumer Staples | 1.13% |
| 4 | Financials | 1.03% |
| 5 | Industrials | 0.7% |
