LIFEPLAN FINANCIAL GROUP, INC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 83
New Positions 15
Increased Positions 50
Decreased Positions 24
Positions with Activity 74
Sold Out Positions 1
Total Mkt Value (in $ millions) 154

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 0.26%
Conglomerates
Consumer Cyclical 0.15%
Consumer/Non-Cyclical 1.14%
Energy 0.42%
Financial 92.98%
Healthcare 0.3%
Services 0.78%
Technology 1.15%
Transportation
Utilities 1.19%

83 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NAVIDEA BIOPHARMACEUTICALS INC COM 48 New 28,810
OCEAN PWR TECHNOLOGIES INC COM NEW 5 5 New 10,000
ISHARES TR RUS MID-CAP ETF -232 Sold Out 0


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