LIFEPLAN FINANCIAL GROUP, INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 282
New Positions 1
Increased Positions 27
Decreased Positions 237
Positions with Activity 264
Sold Out Positions 217
Total Mkt Value (in $ millions) 140

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

Sector Weighting

Basic Materials 0%
Capital Goods 0.18%
Conglomerates 0%
Consumer Cyclical 0.15%
Consumer/Non-Cyclical 0.97%
Energy 0.49%
Financial 89.94%
Healthcare 0.25%
Services 0.33%
Technology 1.18%
Transportation 0%
Utilities 0.58%

217 Sold Out Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
3-D SYS CORP DEL COM NEW -4 Sold Out 0
ACCENTURE PLC IRELAND SHS CLASS A -26 Sold Out 0
AES TR III PFD CV 6.75% -10 Sold Out 0
AFLAC INC COM -82 Sold Out 0
AGL RES INC COM -30 Sold Out 0
ALCATEL-LUCENT SPONSORED ADR Sold Out 0
ALLIANT ENERGY CORP COM -70 Sold Out 0
AMEREN CORP COM -82 Sold Out 0
AMERICAN AIRLS GROUP INC COM Sold Out 0
AMERICAN TOWER CORP NEW COM -8 Sold Out 0
ANNALY CAP MGMT INC COM -24 Sold Out 0
ASHFORD HOSPITALITY PRIME INC COM -3 Sold Out 0
ASHFORD HOSPITALITY TR INC COM SHS -9 Sold Out 0
AT&T INC COM -180 Sold Out 0
AUTOMATIC DATA PROCESSING INC COM -190 Sold Out 0
BALLARD PWR SYS INC NEW COM Sold Out 0
BANK N S HALIFAX COM -25 Sold Out 0
BANK OF AMERICA CORPORATION COM -1 Sold Out 0
BAXTER INTL INC COM -5 Sold Out 0
BECTON DICKINSON & CO COM -30 Sold Out 0


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