LIA

LifePlan Investment Advisors Portfolio holdings

AUM $174M
This Quarter Return
-0.19%
1 Year Return
+6.38%
3 Year Return
5 Year Return
10 Year Return
AUM
$174M
AUM Growth
+$12.2M
Cap. Flow
+$13.2M
Cap. Flow %
7.62%
Top 10 Hldgs %
34.08%
Holding
106
New
9
Increased
54
Reduced
28
Closed
6
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-3,096
Closed
-$261K
-2,374
Closed
-$250K
-10,071
Closed
-$249K
-5,437
Closed
-$475K
-428
Closed
-$217K
-8,335
Closed
-$485K