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) 136

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 0.22%
Conglomerates 0%
Consumer Cyclical 0.16%
Consumer/Non-Cyclical 1.01%
Energy 0.47%
Financial 90.24%
Healthcare 0.26%
Services 0.32%
Technology 1.16%
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
3-D SYS CORP DEL COM NEW -4 Sold Out 0
ACCENTURE PLC IRELAND SHS CLASS A -26 Sold Out 0
ADCARE HEALTH SYSTEMS INC COM NEW 77 New 16,121
AES TR III PFD CV 6.75% -10 Sold Out 0
AFLAC INC COM -77 Sold Out 0
AGL RES INC COM -28 Sold Out 0
ALCATEL-LUCENT SPONSORED ADR Sold Out 0
ALLIANT ENERGY CORP COM -66 Sold Out 0
AMEREN CORP COM -79 Sold Out 0
AMERICAN AIRLS GROUP INC COM Sold Out 0
AMERICAN TOWER CORP NEW COM -9 Sold Out 0
ANNALY CAP MGMT INC COM -24 Sold Out 0
APPLE INC COM 879 -69 (7.32) 8,778
ASHFORD HOSPITALITY PRIME INC COM -2 Sold Out 0
ASHFORD HOSPITALITY TR INC COM SHS -8 Sold Out 0
AT&T INC COM -178 Sold Out 0
AUTOMATIC DATA PROCESSING INC COM -195 Sold Out 0
BALLARD PWR SYS INC NEW COM Sold Out 0
BANK AMER CORP COM -1 Sold Out 0
BANK MONTREAL QUE COM 274 New 3,710


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