IFPG

Intrepid Financial Planning Group Portfolio holdings

AUM $262M
1-Year Est. Return 19.48%
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$496K
3
+$269K
4
CRM icon
Salesforce
CRM
+$249K
5
DKNG icon
DraftKings
DKNG
+$230K

Top Sells

1
+$1.5M
2
+$576K
3
+$517K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$418K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$301K

Sector Composition

1 Technology 8%
2 Financials 7.83%
3 Healthcare 6.79%
4 Consumer Discretionary 2.48%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.07%
5,948
-15
27
$2.23M 1.07%
16,364
-336
28
$2.09M 1%
12,632
-333
29
$2.01M 0.96%
53,507
-4,595
30
$1.81M 0.87%
4,814
-106
31
$1.62M 0.77%
26,800
-535
32
$1.61M 0.77%
30,941
-460
33
$1.61M 0.77%
38,104
-526
34
$1.58M 0.75%
15,444
-4,098
35
$1.54M 0.74%
13,233
-194
36
$1.51M 0.72%
23,854
-292
37
$1.44M 0.69%
13,908
+1,050
38
$1.35M 0.65%
10,687
-265
39
$1.26M 0.6%
6,291
-228
40
$1.02M 0.49%
22,515
-3,285
41
$1.01M 0.49%
13,125
+800
42
$1M 0.48%
30,078
-436
43
$951K 0.45%
17,296
+246
44
$910K 0.44%
11,894
45
$890K 0.43%
21,722
-1,241
46
$855K 0.41%
2,640
-25
47
$851K 0.41%
5,775
-200
48
$809K 0.39%
24,023
49
$802K 0.38%
23,279
-719
50
$727K 0.35%
6,206
-105
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