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LIA
LifePlan Investment Advisors Portfolio holdings
AUM
$254M
1-Year Est. Return
17.26%
This Fund
S&P 500
1 Year Est. Return
+17.26%
AUM
$254M
AUM Growth
+$8.95M
(+3.6%)
Holding
130
Top Buys
| 1 | +$1.86M | |
| 2 | +$1.81M | |
| 3 | +$1.76M | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$1.73M |
| 5 |
IDEF
iShares Defense Industrials Active ETF
IDEF
|
+$1.42M |
Top Sells
| 1 | +$3.23M | |
| 2 | +$1.81M | |
| 3 | +$1.46M | |
| 4 |
AGEM
abrdn Emerging Markets Dividend Active ETF
AGEM
|
+$1.34M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
+$784K |
Sector Composition
| 1 | Technology | 5.83% |
| 2 | Industrials | 0.91% |
| 3 | Healthcare | 0.7% |
| 4 | Financials | 0.68% |
| 5 | Consumer Discretionary | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
| – | – |
-2,961
|
|
||
127
Franklin Responsibly Sourced Gold ETF
FGDL
$447M
| – | – |
-3,538
|
|
||
128
Intuit
INTU
$77.1B
| – | – |
-406
|
|
||
129
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
| – | – |
-6,795
|
|
||
|
HIMU
130
iShares High Yield Muni Active ETF
HIMU
$2.27B
| – | – |
-5,114
|
|