LIA
LifePlan Investment Advisors Portfolio holdings
AUM
$201M
1-Year Est. Return
13.4%
1 Year Est. Return
+13.4%
AUM
$174M
AUM Growth
+$12.2M
(+7.5%)
Holding
106
Top Buys
| 1 | +$1.89M | |
| 2 | +$1.22M | |
| 3 | +$928K | |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$895K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$853K |
Top Sells
| 1 | +$1.14M | |
| 2 | +$719K | |
| 3 | +$485K | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$475K |
| 5 |
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
Graco
GGG
$13.7B
| – | – |
-3,096
|
|
||
102
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| – | – |
-2,374
|
|
||
103
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.03B
| – | – |
-10,071
|
|
||
|
104
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| – | – |
-5,437
|
|
||
105
UnitedHealth
UNH
$328B
| – | – |
-428
|
|
||
106
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| – | – |
-8,335
|
|