IFPL

Investments & Financial Planning LLC Portfolio holdings

AUM $174M
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.1M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$578K
3
+$571K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$242K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$228K

Top Sells

1
+$391K
2
+$249K
3
+$223K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$222K
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$212K

Sector Composition

1 Technology 1.04%
2 Consumer Discretionary 0.96%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$363K 0.37%
23,930
+9,200
27
$359K 0.37%
3,427
+146
28
$337K 0.35%
9,143
+1,973
29
$279K 0.29%
6,689
-13
30
$275K 0.28%
1,070
+297
31
$267K 0.28%
1,864
32
$266K 0.27%
2,932
-277
33
$242K 0.25%
+12,139
34
$241K 0.25%
6,938
-563
35
– –
-1,166
36
– –
-5,041
1
2