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 283
New Positions 1
Increased Positions 27
Decreased Positions 238
Positions with Activity 265
Sold Out Positions 218
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%
Capital Goods 0.21%
Conglomerates 0%
Consumer Cyclical 0.16%
Consumer/Non-Cyclical 0.98%
Energy 0.47%
Financial 90.25%
Healthcare 0.26%
Services 0.31%
Technology 1.11%
Transportation 0%
Utilities 0.59%

283 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WILLIAMS COS INC DEL COM -25 Sold Out 0
WISCONSIN ENERGY CORP COM -221 Sold Out 0
ZIX CORP COM Sold Out 0