IPA

Investment Planning Advisors Portfolio holdings

AUM $283M
1-Year Est. Return 9.05%
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$540K

Sector Composition

1 Technology 0.59%
2 Financials 0.55%
3 Communication Services 0.22%
4 Utilities 0.12%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.77%
183,057
27
$1.1M 0.56%
9,809
28
$1.08M 0.55%
13,731
-6,866
29
$1.06M 0.54%
21,384
30
$928K 0.47%
45,546
31
$924K 0.47%
17,287
32
$842K 0.43%
26,681
33
$783K 0.4%
2,493
34
$749K 0.38%
27,841
35
$741K 0.38%
4,059
36
$708K 0.36%
4,308
37
$707K 0.36%
2,644
38
$688K 0.35%
8,186
39
$629K 0.32%
2,985
40
$599K 0.31%
23,563
41
$577K 0.29%
11,420
42
$539K 0.28%
12,899
43
$520K 0.27%
3,046
44
$501K 0.26%
916
45
$466K 0.24%
20,426
46
$464K 0.24%
3,135
47
$457K 0.23%
4,374
48
$457K 0.23%
8,636
49
$440K 0.22%
2,416
50
$370K 0.19%
14,236
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