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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
1
$38.8M 20.99%
152,767
-3,704
2
$38.7M 20.88%
369,859
-4,169
3
$26.6M 14.36%
407,297
+2,338
4
$17.2M 9.3%
234,508
-712
5
$11.7M 6.3%
265,510
+2,376
6
$9.97M 5.39%
54,938
+443
7
$8.29M 4.48%
60,161
-1,848
8
$6.92M 3.74%
86,633
+2,095
9
$4.52M 2.44%
24,236
+17
10
$3.44M 1.86%
44,025
+2,729
11
$2.47M 1.34%
5,557
12
$2.28M 1.23%
52,684
+7,591
13
$1.9M 1.03%
23,742
-30
14
$1.41M 0.76%
7,546
+42
15
$1.13M 0.61%
22,897
-6,310
16
$900K 0.49%
8,449
+1,252
17
$899K 0.49%
11,470
-825
18
$758K 0.41%
2,976
+1
19
$744K 0.4%
11,118
-3,282
20
$631K 0.34%
11,402
-599
21
$481K 0.26%
4,316
+41
22
$470K 0.25%
2,694
-113
23
$426K 0.23%
3,990
+1,329
24
$424K 0.23%
16,385
-1,000
25
$419K 0.23%
1,909
1
2