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
$158M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$908K
2
+$310K
3
+$214K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$112K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$89.7K

Top Sells

1
+$964K
2
+$233K
3
+$208K
4
BA icon
Boeing
BA
+$208K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$113K

Sector Composition

1 Technology 2.37%
2 Consumer Discretionary 1.13%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$369K 0.23%
1,864
27
$351K 0.22%
1,884
+2
28
$282K 0.18%
2,655
-40
29
$274K 0.17%
10,221
+12
30
$271K 0.17%
2,772
-32
31
$252K 0.16%
586
+1
32
$246K 0.16%
9,456
+4
33
$214K 0.14%
+5,174
34
– –
-1,141
1
2