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
$188M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.11M
3
+$2.22M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.97M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.32M

Top Sells

1
+$2.07M
2
+$1.89M
3
+$1.58M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$894K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$365K

Sector Composition

1 Utilities 2.11%
2 Consumer Staples 1.65%
3 Financials 1.31%
4 Consumer Discretionary 1.02%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$81K 0.04%
2,515
202
$80K 0.04%
3,796
203
$79K 0.04%
450
204
$79K 0.04%
1,339
-6
205
$77K 0.04%
1,530
-677
206
$76K 0.04%
3,000
207
$75K 0.04%
752
208
$73K 0.04%
+1,180
209
$72K 0.04%
408
210
$69K 0.04%
824
211
$69K 0.04%
816
212
$69K 0.04%
1,246
213
$69K 0.04%
3,457
214
$68K 0.04%
914
215
$66K 0.04%
1,280
216
$64K 0.03%
703
-28
217
$63K 0.03%
2,530
218
$63K 0.03%
1,041
219
$62K 0.03%
2,475
220
$62K 0.03%
1,115
221
$62K 0.03%
803
222
$61K 0.03%
810
223
$61K 0.03%
730
224
$60K 0.03%
525
+55
225
$59K 0.03%
387
7 8
9
10 11