LIFEPLAN FINANCIAL GROUP, INC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 102
New Positions 24
Increased Positions 57
Decreased Positions 33
Positions with Activity 90
Sold Out Positions 7
Total Mkt Value (in $ millions) 142

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

Sector Weighting

Basic Materials 0.15%
Capital Goods 0.29%
Conglomerates
Consumer Cyclical 0.17%
Consumer/Non-Cyclical 1.33%
Energy 0.27%
Financial 87.53%
Healthcare 0.28%
Services 1.06%
Technology 0.93%
Transportation
Utilities 1.03%

102 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR U.S. BAS MTL ETF -211 Sold Out 0
PITNEY BOWES INC COM -195 Sold Out 0


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