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
$147M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$6.41M
3
+$6.35M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$5.61M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.92M

Top Sells

1
+$10.2M
2
+$6.47M
3
+$6.42M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$3.9M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.19M

Sector Composition

1 Consumer Staples 1.13%
2 Financials 1.05%
3 Technology 1.02%
4 Healthcare 0.96%
5 Utilities 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
70
202
$4K ﹤0.01%
72
203
$4K ﹤0.01%
80
204
$4K ﹤0.01%
+168
205
$4K ﹤0.01%
100
206
$4K ﹤0.01%
500
207
$4K ﹤0.01%
205
208
$3K ﹤0.01%
+160
209
$3K ﹤0.01%
220
210
$3K ﹤0.01%
76
211
$3K ﹤0.01%
+58
212
$3K ﹤0.01%
80
213
$3K ﹤0.01%
69
214
$2K ﹤0.01%
+43
215
$2K ﹤0.01%
54
216
$2K ﹤0.01%
48
217
$2K ﹤0.01%
30
218
$2K ﹤0.01%
24
219
$2K ﹤0.01%
80
220
$2K ﹤0.01%
+58
221
$2K ﹤0.01%
67
222
$2K ﹤0.01%
50
223
$2K ﹤0.01%
72
224
$1K ﹤0.01%
63
225
$1K ﹤0.01%
100
7 8
9
10 11