LIFEPLAN FINANCIAL GROUP, INC Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 98
New Positions 8
Increased Positions 41
Decreased Positions 37
Positions with Activity 78
Sold Out Positions 1
Total Mkt Value (in $ millions) 139

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

Sector Weighting

Basic Materials 0.18%
Capital Goods 0.32%
Conglomerates
Consumer Cyclical 0.18%
Consumer/Non-Cyclical 2.03%
Energy 0.28%
Financial 89.25%
Healthcare 0.29%
Services 1.62%
Technology 0.71%
Transportation
Utilities 1.69%

1 Sold Out Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH -3,460 Sold Out 0