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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$18.2M
3
+$17.8M
4
VT icon
Vanguard Total World Stock ETF
VT
+$6.73M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.99%
2 Consumer Discretionary 0.56%
3 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$444K 0.44%
+2,214
27
$425K 0.42%
+16,923
28
$406K 0.4%
+27,770
29
$386K 0.38%
+2,969
30
$283K 0.28%
+1,864
31
$267K 0.26%
+2,965
32
$248K 0.24%
+6,371
33
$222K 0.22%
+10,110
34
$220K 0.22%
+6,672
35
$218K 0.21%
+907
36
$200K 0.2%
+1,051
1
2