IFPG
Intrepid Financial Planning Group Portfolio holdings
AUM
$262M
1-Year Est. Return
19.48%
1 Year Est. Return
+19.48%
AUM
$262M
AUM Growth
+$24.4M
(+10%)
Holding
134
Top Buys
| 1 | +$7.29M | |
| 2 | +$4.19M | |
| 3 | +$745K | |
| 4 |
Old National Bancorp
ONB
|
+$574K |
| 5 |
Sphere Entertainment
SPHR
|
+$427K |
Top Sells
| 1 | +$1.72M | |
| 2 | +$1.19M | |
| 3 | +$948K | |
| 4 |
Global X US Preferred ETF
PFFD
|
+$652K |
| 5 |
GE HealthCare
GEHC
|
+$601K |
Sector Composition
| 1 | Technology | 11.65% |
| 2 | Financials | 7.37% |
| 3 | Healthcare | 3.37% |
| 4 | Consumer Discretionary | 2.6% |
| 5 | Consumer Staples | 1.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Acumen Pharmaceuticals
ABOS
$114M
| $51.6K | 0.02% |
30,150
|
|
||
127
Blink Charging
BLNK
$125M
| $20.5K | 0.01% |
12,485
|
|
||
128
Actinium Pharmaceuticals
ATNM
$41.5M
| $20K | 0.01% |
12,500
|
|
||
129
Pacer Data & Infrastructure Real Estate ETF
SRVR
$396M
| – | – |
-9,979
|
|
||
130
Vanguard S&P 500 ETF
VOO
$851B
| – | – |
-562
|
|
||
|
131
GE HealthCare
GEHC
$37.2B
| – | – |
-8,110
|
|
||
|
132
Global X US Preferred ETF
PFFD
$2.25B
| – | – |
-34,636
|
|
||
133
State Street SPDR S&P Biotech ETF
XBI
$8.67B
| – | – |
-3,661
|
|
||
134
Affirm
AFRM
$24.7B
| – | – |
-8,350
|
|