IFPG
Intrepid Financial Planning Group Portfolio holdings
AUM
$238M
This Quarter Return
+5.75%
1 Year Return
+16.72%
3 Year Return
+64.73%
5 Year Return
–
10 Year Return
–
AUM
$234M
AUM Growth
+$234M
(+0.19%)
Cap. Flow
-$10M
Cap. Flow
% of AUM
-4.3%
Top 10 Holdings %
Top 10 Hldgs %
50.41%
Holding
135
New
8
Increased
16
Reduced
69
Closed
8
Top Buys
Top Sells
| 1 |
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
|
$2.85M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$2.72M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.18M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.1M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.04M |
Sector Composition
| 1 | Technology | 9.92% |
| 2 | Financials | 7.57% |
| 3 | Healthcare | 7.3% |
| 4 | Consumer Discretionary | 2.57% |
| 5 | Consumer Staples | 1.58% |
