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
$126M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Sells

1 +$9.69M
2 +$9.6M
3 +$5.1M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$928K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$876K

Sector Composition

1 Consumer Staples 1.42%
2 Financials 1.32%
3 Technology 1.21%
4 Utilities 1.16%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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