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LifePlan Investment Advisors Portfolio holdings

AUM $254M
1-Year Est. Return 17.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.27M
3
+$943K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$894K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$874K

Top Sells

1
+$1.19M
2
+$732K
3
+$485K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$475K
5
GGG icon
Graco
GGG
+$261K

Sector Composition

1 Technology 4.18%
2 Consumer Discretionary 0.76%
3 Healthcare 0.74%
4 Industrials 0.61%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,335
102
– –
-3,096
103
– –
-2,374
104
– –
-10,071
105
– –
-5,437
106
– –
-428
1 2 3 4
5