IFPG

Intrepid Financial Planning Group Portfolio holdings

AUM $238M
1-Year Est. Return 16.72%
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$21.8M
2 +$16.3M
3 +$15.2M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.23M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.04M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7%
2 Technology 6.76%
3 Healthcare 5.32%
4 Consumer Staples 2.34%
5 Consumer Discretionary 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$98K 0.05%
+10,000
102
$98K 0.05%
+816
103
$96K 0.05%
+20,000
104
$77K 0.04%
+18,430
105
$66K 0.04%
+16,723