IFPL

Investments & Financial Planning LLC Portfolio holdings

AUM $186M
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$814K
2
+$522K
3
+$518K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$474K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$402K

Top Sells

1
+$480K
2
+$120K
3
+$43.1K
4
VTV icon
Vanguard Value ETF
VTV
+$18.9K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$12.3K

Sector Composition

1 Technology 2.74%
2 Consumer Discretionary 1.26%
3 Industrials 0.14%
4 Communication Services 0.14%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$397K 0.23%
1,941
+163
27
$379K 0.22%
1,946
+24
28
$360K 0.21%
13,019
+24
29
$315K 0.18%
633
+1
30
$283K 0.16%
2,661
-408
31
$273K 0.16%
9,359
-99
32
$250K 0.14%
1,191
33
$239K 0.14%
2,456
-90
34
$239K 0.14%
+1,926
35
$232K 0.13%
+2,548
36
$208K 0.12%
+4,870
37
$200K 0.12%
642
+214
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