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 86
New Positions 5
Increased Positions 24
Decreased Positions 43
Positions with Activity 67
Sold Out Positions 8
Total Mkt Value (in $ millions) 148

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 0.27%
Conglomerates
Consumer Cyclical 0.17%
Consumer/Non-Cyclical 1.15%
Energy 0.28%
Financial 93.07%
Healthcare 0.28%
Services 0.98%
Technology 1.07%
Transportation
Utilities 0.82%

86 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHEVRON CORP NEW COM -165 Sold Out 0
EVERSOURCE ENERGY COM -196 Sold Out 0
ISHARES TR RUS MDCP VAL ETF -294 Sold Out 0
ONEOK INC NEW COM -165 Sold Out 0
ROYAL BK CDA MONTREAL QUE COM -186 Sold Out 0
VANGUARD BD INDEX FD INC INTERMED TERM -334 Sold Out 0


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