LIA

LifePlan Investment Advisors Portfolio holdings

AUM $201M
1-Year Est. Return 13.4%
This Quarter Est. Return
1 Year Est. Return
+13.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.1M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$630K
3
+$582K
4
JNJ icon
Johnson & Johnson
JNJ
+$482K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$470K

Top Sells

1
+$397K
2
+$191K
3
+$67.8K
4
IYW icon
iShares US Technology ETF
IYW
+$65.2K
5
TSLA icon
Tesla
TSLA
+$55.5K

Sector Composition

1 Technology 3.11%
2 Consumer Discretionary 0.92%
3 Energy 0.76%
4 Industrials 0.69%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 1.11%
26,907
+1,316
27
$1.03M 1.09%
17,663
-152
28
$943K 1%
10,922
+2,514
29
$752K 0.8%
2,381
+570
30
$747K 0.79%
7,285
-176
31
$707K 0.75%
7,963
+301
32
$687K 0.73%
7,311
-16
33
$582K 0.62%
+11,471
34
$546K 0.58%
2,005
+603
35
$531K 0.56%
3,782
-6
36
$482K 0.51%
4,100
+55
37
$482K 0.51%
+3,093
38
$471K 0.5%
21,354
-8,644
39
$470K 0.5%
+5,295
40
$425K 0.45%
+4,822
41
$376K 0.4%
7,997
+1,788
42
$371K 0.39%
8,199
+939
43
$368K 0.39%
2,894
+484
44
$362K 0.39%
8,330
+600
45
$359K 0.38%
16,498
-705
46
$340K 0.36%
8,315
+1,147
47
$328K 0.35%
3,127
-621
48
$320K 0.34%
4,416
+934
49
$317K 0.34%
2,299
+676
50
$308K 0.33%
5,347
-900
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