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IFPL

Investments & Financial Planning LLC Portfolio holdings

AUM $184M
1-Year Est. Return 17.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$211K
3
+$167K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$150K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$142K

Top Sells

1
+$919K
2
+$415K
3
+$311K
4
VT icon
Vanguard Total World Stock ETF
VT
+$246K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$216K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 1.56%
3 Industrials 0.14%
4 Financials 0.13%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$419K 0.23%
1,942
+1
27
$415K 0.22%
9,705
-1,860
28
$404K 0.22%
13,874
+855
29
$392K 0.21%
1,876
-70
30
$328K 0.18%
633
31
$296K 0.16%
9,285
-74
32
$257K 0.14%
1,191
33
$243K 0.13%
2,549
+1
34
$243K 0.13%
2,475
+19
35
$222K 0.12%
642
36
$221K 0.12%
1,931
+5
37
$213K 0.12%
4,555
-315
1
2