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
$109M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.09M
3
+$659K
4
URTH icon
iShares MSCI World ETF
URTH
+$536K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$397K

Top Sells

1
+$470K
2
+$450K
3
+$438K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$220K
5
IYR icon
iShares US Real Estate ETF
IYR
+$217K

Sector Composition

1 Technology 1.29%
2 Consumer Discretionary 0.88%
3 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$440K 0.4%
4,200
-333
27
$431K 0.4%
2,611
-358
28
$415K 0.38%
1,918
-296
29
$401K 0.37%
15,558
-1,365
30
$287K 0.26%
1,864
31
$279K 0.26%
3,002
+37
32
$224K 0.21%
10,248
+138
33
$223K 0.2%
1,051
34
$220K 0.2%
5,451
-920
35
$216K 0.2%
6,315
-357
36
$204K 0.19%
709
-198
1
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