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
51
$306K 0.33%
3,760
-464
52
$279K 0.3%
8,048
-1,040
53
$268K 0.29%
1,073
-222
54
$268K 0.29%
+3,922
55
$248K 0.26%
2,718
56
$238K 0.25%
+1,815
57
$232K 0.25%
+1,376
58
$229K 0.24%
+757
59
$226K 0.24%
3,096
60
$219K 0.23%
2,128
61
$210K 0.22%
+2,058
62
$207K 0.22%
+1,419
63
$3.85K ﹤0.01%
+25,698
1 2
3