IPA

Investment Planning Advisors Portfolio holdings

AUM $318M
1-Year Est. Return 10.98%
This Quarter Est. Return
1 Year Est. Return
+10.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$11.5M
3
+$4.94M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.84M
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$4.54M

Top Sells

1
+$11.8M
2
+$5.63M
3
+$4.5M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.93M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.72M

Sector Composition

1 Financials 0.83%
2 Technology 0.57%
3 Consumer Staples 0.22%
4 Consumer Discretionary 0.14%
5 Utilities 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.56%
+46,849
27
$1.28M 0.52%
12,143
-12,361
28
$1.08M 0.44%
+23,065
29
$1.03M 0.42%
25,182
-138,068
30
$998K 0.41%
120,993
-63,310
31
$967K 0.39%
10,790
+373
32
$909K 0.37%
9,100
-17,294
33
$888K 0.36%
2,875
-20
34
$844K 0.34%
27,456
-13
35
$842K 0.34%
32,119
+3,300
36
$819K 0.33%
4,223
+429
37
$812K 0.33%
14,152
+2,358
38
$748K 0.3%
27,407
-2,295
39
$730K 0.3%
2,655
+83
40
$725K 0.29%
4,184
+20
41
$657K 0.27%
3,844
+13
42
$637K 0.26%
12,269
+5,287
43
$635K 0.26%
2,860
-63
44
$601K 0.24%
3,516
+15
45
$579K 0.24%
11,318
-57,180
46
$576K 0.23%
5,459
+1,423
47
$548K 0.22%
10,800
+415
48
$538K 0.22%
23,211
+2,611
49
$534K 0.22%
12,980
-414
50
$518K 0.21%
23,486
-1,821
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