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
$162M
AUM Growth
+$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$480K
2
+$408K
3
+$319K
4
URTH icon
iShares MSCI World ETF
URTH
+$318K
5
DIS icon
Walt Disney
DIS
+$222K

Top Sells

1
+$726K
2
+$252K
3
+$241K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$214K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$191K

Sector Composition

1 Technology 2.37%
2 Consumer Discretionary 1.63%
3 Communication Services 0.14%
4 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$360K 0.22%
10,543
-271
27
$357K 0.22%
1,821
-43
28
$271K 0.17%
2,569
-86
29
$265K 0.16%
10,180
-41
30
$264K 0.16%
9,457
+1
31
$243K 0.15%
2,547
-225
32
$222K 0.14%
+1,996
33
$211K 0.13%
+1,191
34
– –
-586
35
– –
-5,174
1
2