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
$229M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.55M
3
+$7.1M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$7.05M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.81M

Top Sells

1
+$10.1M
2
+$7.45M
3
+$5.08M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.03M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$824K

Sector Composition

1 Financials 0.65%
2 Technology 0.43%
3 Consumer Discretionary 0.22%
4 Consumer Staples 0.18%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.68%
184,303
+1,246
27
$1.37M 0.6%
27,316
+5,932
28
$1.37M 0.6%
11,660
+1,851
29
$1.17M 0.51%
20,018
+6,287
30
$994K 0.43%
2,895
+402
31
$915K 0.4%
10,417
+2,231
32
$864K 0.38%
27,469
+788
33
$810K 0.35%
29,702
+1,861
34
$745K 0.33%
2,572
-72
35
$743K 0.32%
3,794
-265
36
$732K 0.32%
2,923
-62
37
$730K 0.32%
4,164
-144
38
$716K 0.31%
28,819
+5,256
39
$701K 0.31%
11,794
-5,493
40
$682K 0.3%
3,831
+785
41
$572K 0.25%
3,501
+366
42
$559K 0.24%
13,394
+495
43
$529K 0.23%
25,307
-20,239
44
$524K 0.23%
10,385
-1,035
45
$506K 0.22%
859
-57
46
$504K 0.22%
+1,247
47
$468K 0.2%
20,600
+174
48
$426K 0.19%
4,036
-338
49
$405K 0.18%
8,035
-99,919
50
$396K 0.17%
8,687
+674
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