IFPG
Intrepid Financial Planning Group Portfolio holdings
AUM
$262M
1-Year Est. Return
19.48%
1 Year Est. Return
+19.48%
AUM
$238M
AUM Growth
+$22M
(+10%)
Holding
126
Top Buys
| 1 | +$1.42M | |
| 2 | +$843K | |
| 3 | +$707K | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$450K |
| 5 |
iShares US Technology ETF
IYW
|
+$445K |
Top Sells
| 1 | +$515K | |
| 2 | +$510K | |
| 3 | +$411K | |
| 4 |
Visa
V
|
+$289K |
| 5 |
Costco
COST
|
+$267K |
Sector Composition
| 1 | Technology | 11.15% |
| 2 | Financials | 7.57% |
| 3 | Healthcare | 3.86% |
| 4 | Consumer Discretionary | 2.7% |
| 5 | Consumer Staples | 1.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
UnitedHealth
UNH
$292B
| – | – |
-974
|
|