LIFEPLAN FINANCIAL GROUP, INC Information

10050 INNOVATION DRIVE, SUITE 140, DAYTON, Ohio, 45342, (937) 449-0345

Report Date: 03/31/2015

Position Statistics

Total Positions 87
New Positions 5
Increased Positions 25
Decreased Positions 43
Positions with Activity 68
Sold Out Positions 8
Total Mkt Value (in $ millions) 150

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.16%
Capital Goods 0.24%
Conglomerates
Consumer Cyclical 0.16%
Consumer/Non-Cyclical 1.23%
Energy 0.31%
Financial 92.85%
Healthcare 0.25%
Services 0.96%
Technology 1.09%
Transportation
Utilities 0.81%

5 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WISDOMTREE TR BLMBG US BULL 5,568 5,568 New 199,500
FLEXSHARES TR READY ACC VARI 295 295 New 3,921
POWERSHARES ETF TRUST II INTL CORP BOND 254 254 New 9,468
AUTOMATIC DATA PROCESSING INC COM 204 204 New 2,358
BGC PARTNERS INC CL A 123 123 New 12,378


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