LifePlan Financial Group, Inc
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 140,339
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/3/2014 | 65 | 140,339 | 13F-HR | LifePlan Financial Group, Inc |
| Q1 2014 | 4/3/2014 | 280 | 125,912 | 13F-HR | LifePlan Financial Group, Inc |
| Q4 2013 | 2/3/2014 | 260 | 146,651 | 13F-HR | LifePlan Financial Group, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.97 K | 12.2% | 0 | 3.933 K | -3.933 K |
| ETFs | 122.3 K | 87.6% | 18.35 K | 0 | 18.35 K |
| Debt | 347 | 0.2% | 0 | 143 | -143 |
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Fund Snapshot
Q2 2014
Latest filed
7/3/2014
Total value ($000)
140,339
Holdings
65
QoQ value change ($000)
14,427
(11.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.