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) 121

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

Sector Weighting

Basic Materials
Capital Goods 0.26%
Conglomerates
Consumer Cyclical 0.19%
Consumer/Non-Cyclical 1.28%
Energy 0.36%
Financial 92.96%
Healthcare 0.31%
Services 0.36%
Technology 1.22%
Transportation
Utilities 1.13%

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 224 New 2,389
TELUS CORP COM 224 New 6,151
ONEOK INC NEW COM 219 New 4,314
MCDONALDS CORP COM 217 New 2,308
CHEVRON CORP NEW COM 212 New 1,865
ISHARES GOLD TRUST ISHARES 148 148 New 13,014
ADCARE HEALTH SYSTEMS INC COM NEW 66 New 16,121
NAVIDEA BIOPHARMACEUTICALS INC COM 58 New 28,810
PITNEY BOWES INC COM -190 Sold Out 0
QUESTAR CORP COM -210 Sold Out 0


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