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
1
$7.23M 3.86%
47,789
-1,286
2
$6.15M 3.28%
150,407
+4,106
3
$6.02M 3.21%
81,588
+2,494
4
$5.53M 2.95%
35,349
-1,705
5
$5.3M 2.83%
159,483
+159,212
6
$5.15M 2.74%
92,284
+3,587
7
$5.13M 2.73%
84,342
+36,521
8
$5.03M 2.68%
42,211
+4,326
9
$4.89M 2.61%
39,629
-1,096
10
$4.78M 2.55%
53,610
+2,568
11
$4.64M 2.47%
36,043
+1,227
12
$4.44M 2.37%
42,486
-15,100
13
$3.96M 2.11%
13,931
+10,927
14
$3.56M 1.9%
19,833
+109
15
$3.52M 1.87%
99,937
+8,933
16
$3.45M 1.84%
39,687
-995
17
$3.37M 1.79%
103,652
+10,069
18
$3.36M 1.79%
65,991
-1,313
19
$3.29M 1.76%
16,741
-821
20
$3.16M 1.68%
110,784
+3,906
21
$3.08M 1.64%
28,615
-159
22
$2.72M 1.45%
42,288
-3,370
23
$2.71M 1.45%
82,901
-235
24
$2.61M 1.39%
44,458
+33,510
25
$2.58M 1.38%
29,846
-562
1
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