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
$149M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$506K
2
+$462K
3
+$363K
4
BA icon
Boeing
BA
+$208K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$199K

Top Sells

1
+$207K
2
+$205K
3
+$52.8K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$51.6K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$28.1K

Sector Composition

1 Technology 2.51%
2 Consumer Discretionary 0.98%
3 Industrials 0.14%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$364K 0.24%
1,882
27
$340K 0.23%
1,864
28
$282K 0.19%
2,695
-130
29
$264K 0.18%
2,804
+34
30
$262K 0.18%
585
31
$252K 0.17%
10,209
-75
32
$238K 0.16%
9,452
33
$208K 0.14%
+1,141
34
– –
-1,691
1
2