LIA
LifePlan Investment Advisors Portfolio holdings
AUM
$201M
This Quarter Return
-1.69%
1 Year Return
+13.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+3.3%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
10.83%
Top 10 Holdings %
Top 10 Hldgs %
36.47%
Holding
99
New
6
Increased
61
Reduced
23
Closed
2
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.4M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$2.24M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.2M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.78M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$968K |
Top Sells
Sector Composition
| 1 | Technology | 4.29% |
| 2 | Consumer Discretionary | 1% |
| 3 | Industrials | 0.75% |
| 4 | Consumer Staples | 0.61% |
| 5 | Communication Services | 0.57% |
