IFPL
Investments & Financial Planning LLC Portfolio holdings
AUM
$174M
1-Year Return
14.06%
This Quarter Return
-5.83%
1 Year Return
+14.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
-$8.26M
(-5.1%)
Cap. Flow
+$1.74M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
89.61%
Holding
35
New
2
Increased
19
Reduced
10
Closed
1
Top Buys
| 1 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$368K |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$313K |
| 3 |
Capital Group Growth ETF
CGGR
|
+$278K |
| 4 |
iShares MSCI World ETF
URTH
|
+$246K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$241K |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$296K |
| 2 |
Walt Disney
DIS
|
+$222K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
+$182K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$133K |
| 5 |
Vanguard Growth ETF
VUG
|
+$19.3K |
Sector Composition
| 1 | Technology | 2.28% |
| 2 | Consumer Discretionary | 1.17% |
| 3 | Healthcare | 0.15% |
| 4 | Industrials | 0.13% |
| 5 | Communication Services | 0% |
