IFPL
Investments & Financial Planning LLC Portfolio holdings
AUM
$174M
1-Year Return
14.06%
This Quarter Return
+9.19%
1 Year Return
+14.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$12.4M
(+9.3%)
Cap. Flow
+$1M
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
90.2%
Holding
34
New
2
Increased
13
Reduced
14
Closed
1
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$219K |
| 2 |
Walt Disney
DIS
|
+$207K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$201K |
| 4 |
iShares MSCI World ETF
URTH
|
+$186K |
| 5 |
Capital Group Growth ETF
CGGR
|
+$182K |
Top Sells
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$206K |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$130K |
| 3 |
Vanguard Growth ETF
VUG
|
+$89.1K |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$57K |
| 5 |
Vanguard Value ETF
VTV
|
+$49.8K |
Sector Composition
| 1 | Technology | 1.93% |
| 2 | Consumer Discretionary | 0.87% |
| 3 | Communication Services | 0.14% |
