IFPL

Investments & Financial Planning LLC Portfolio holdings

AUM $185M
1-Year Est. Return 15.18%
This Quarter Est. Return
1 Year Est. Return
+15.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$313K
3
+$278K
4
URTH icon
iShares MSCI World ETF
URTH
+$246K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$241K

Top Sells

1
+$296K
2
+$222K
3
+$182K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$133K
5
VUG icon
Vanguard Growth ETF
VUG
+$19.3K

Sector Composition

1 Technology 2.28%
2 Consumer Discretionary 1.17%
3 Healthcare 0.15%
4 Industrials 0.13%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$358K 0.23%
1,922
+24
27
$345K 0.22%
12,995
+2,815
28
$345K 0.22%
1,778
-43
29
$324K 0.21%
3,069
+500
30
$243K 0.16%
2,546
-1
31
$237K 0.15%
+632
32
$237K 0.15%
9,458
+1
33
$224K 0.15%
+428
34
$203K 0.13%
1,191
35
– –
-1,996
1
2