IP

Innovative Portfolios Portfolio holdings

AUM $17.6M
1-Year Est. Return 6.69%
This Quarter Est. Return
1 Year Est. Return
+6.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.6M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$354K

Sector Composition

1 Industrials 43.17%
2 Financials 17.84%
3 Technology 16.59%
4 Healthcare 12.34%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
51
SPDR S&P 500 ETF Trust
SPY
$672B
0