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
$134M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$8.21M
3
+$2.87M
4
URTH icon
iShares MSCI World ETF
URTH
+$2.63M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.36M

Top Sells

1
+$4.13M
2
+$3.82M
3
+$1.89M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.77M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.44M

Sector Composition

1 Technology 1.39%
2 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$355K 0.27%
3,369
-84
27
$318K 0.24%
1,864
28
$286K 0.21%
1,882
+50
29
$273K 0.2%
2,887
-9
30
$240K 0.18%
10,281
-39
31
$220K 0.16%
+585
32
$206K 0.15%
+5,810
33
– –
-19,353
34
– –
-18,401
35
– –
-1,797
1
2