LIFEPLAN FINANCIAL GROUP, INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 70
New Positions 5
Increased Positions 29
Decreased Positions 23
Positions with Activity 52
Sold Out Positions 2
Total Mkt Value (in $ millions) 122

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

Sector Weighting

Basic Materials
Capital Goods 0.25%
Conglomerates
Consumer Cyclical 0.18%
Consumer/Non-Cyclical 1.22%
Energy 0.36%
Financial 92.96%
Healthcare 0.29%
Services 0.37%
Technology 1.28%
Transportation
Utilities 1.07%

70 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 226 New 2,389
ISHARES TR RUS MID-CAP ETF 224 224 New 1,331
STANLEY BLACK & DECKER INC COM 223 New 2,349
MCDONALDS CORP COM 222 New 2,308
CHEVRON CORP NEW COM 215 New 1,865
ISHARES GOLD TRUST ISHARES 151 151 New 13,014
ADCARE HEALTH SYSTEMS INC COM NEW 67 New 16,121
NAVIDEA BIOPHARMACEUTICALS INC COM 36 New 28,810
PITNEY BOWES INC COM -186 Sold Out 0
QUESTAR CORP COM -199 Sold Out 0


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