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
176
$101K 0.05%
1,293
+379
177
$100K 0.05%
1,505
+104
178
$99K 0.05%
4,676
179
$99K 0.05%
1,831
-189
180
$99K 0.05%
3,352
181
$99K 0.05%
1,928
-2,008
182
$98K 0.05%
851
+326
183
$97K 0.05%
2,099
-709
184
$97K 0.05%
3,045
185
$96K 0.05%
5,409
+2,115
186
$96K 0.05%
1,741
187
$95K 0.05%
2,993
-26,846
188
$94K 0.05%
914
189
$93K 0.04%
7,920
+66
190
$92K 0.04%
2,350
191
$92K 0.04%
1,563
192
$91K 0.04%
1,410
193
$91K 0.04%
682
-46
194
$90K 0.04%
600
195
$89K 0.04%
450
196
$87K 0.04%
1,800
197
$87K 0.04%
4,910
198
$87K 0.04%
4,115
199
$86K 0.04%
2,507
200
$85K 0.04%
2,515
6 7
8
9 10