IFPL

Investments & Financial Planning LLC Portfolio holdings

AUM $174M
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$506K
2
+$462K
3
+$363K
4
BA icon
Boeing
BA
+$208K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$199K

Top Sells

1
+$207K
2
+$205K
3
+$52.8K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$51.6K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$28.1K

Sector Composition

1 Technology 2.51%
2 Consumer Discretionary 0.98%
3 Industrials 0.14%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.4M 22.39%
152,955
+2,320
2
$31.5M 21.14%
392,891
+4,536
3
$23.2M 15.59%
396,908
+7,898
4
$13.2M 8.89%
54,703
+531
5
$7.74M 5.2%
235,387
+6,042
6
$7.2M 4.84%
63,964
-469
7
$6.93M 4.65%
46,997
+1,143
8
$6.1M 4.09%
78,886
-2,652
9
$2.85M 1.91%
23,032
+242
10
$2.2M 1.48%
29,371
+919
11
$1.93M 1.3%
39,664
+521
12
$1.6M 1.07%
4,272
-5
13
$1.21M 0.82%
7,569
+4
14
$1.09M 0.73%
5,506
+180
15
$884K 0.59%
13,820
-806
16
$852K 0.57%
20,196
+1,437
17
$738K 0.5%
6,928
-118
18
$626K 0.42%
2,970
+1
19
$595K 0.4%
9,454
+477
20
$538K 0.36%
11,030
-45
21
$534K 0.36%
2,927
-1
22
$501K 0.34%
4,678
+20
23
$490K 0.33%
3,256
-2
24
$447K 0.3%
17,816
-1,119
25
$379K 0.25%
10,815
-744
1
2