IFPL
Investments & Financial Planning LLC Portfolio holdings
AUM
$174M
This Quarter Return
+5.98%
1 Year Return
+14.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.73%
Holding
36
New
36
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$19M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$18.2M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$17.8M |
| 4 |
Vanguard Total World Stock ETF
VT
|
$6.73M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$4.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.99% |
| 2 | Consumer Discretionary | 0.56% |
| 3 | Industrials | 0.2% |
