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
$112M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$674K
2
+$399K
3
+$387K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$380K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$329K

Top Sells

1
+$272K
2
+$213K
3
+$206K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$66.6K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$50.3K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$423K 0.38%
13,628
-537
27
$385K 0.34%
1,797
-16
28
$355K 0.32%
3,453
-334
29
$336K 0.3%
13,808
-1,263
30
$290K 0.26%
1,864
31
$262K 0.23%
2,896
+43
32
$233K 0.21%
1,832
+7
33
$222K 0.2%
10,320
+69
34
– –
-6,182
35
– –
-5,069
1
2