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
$146M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$207K
3
+$201K
4
URTH icon
iShares MSCI World ETF
URTH
+$186K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$182K

Top Sells

1
+$206K
2
+$130K
3
+$89.1K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$57K
5
VTV icon
Vanguard Value ETF
VTV
+$49.8K

Sector Composition

1 Technology 1.93%
2 Consumer Discretionary 0.87%
3 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$340K 0.23%
1,864
27
$339K 0.23%
1,882
28
$296K 0.2%
2,825
-544
29
$264K 0.18%
2,770
-117
30
$260K 0.18%
10,284
+3
31
$246K 0.17%
585
32
$219K 0.15%
+9,452
33
$207K 0.14%
+1,691
34
– –
-5,810
1
2