IPA

Investment Planning Advisors Portfolio holdings

AUM $343M
1-Year Est. Return 13.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$12.3M
3
+$11.7M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$8.01M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$5.1M

Top Sells

1
+$12.6M
2
+$9.42M
3
+$9.37M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$8.76M
5
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.87M

Sector Composition

1 Technology 0.9%
2 Financials 0.8%
3 Consumer Staples 0.22%
4 Consumer Discretionary 0.2%
5 Utilities 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.38%
2,974
+99
27
$995K 0.35%
2,001
+1,199
28
$993K 0.35%
33,803
+1,684
29
$953K 0.34%
8,852
-248
30
$948K 0.34%
20,477
-205,692
31
$927K 0.33%
107,111
-13,882
32
$896K 0.32%
27,226
-19,623
33
$843K 0.3%
9,275
-1,515
34
$819K 0.29%
2,695
+40
35
$790K 0.28%
18,539
-6,643
36
$746K 0.26%
30,529
+19,339
37
$738K 0.26%
6,936
+1,477
38
$709K 0.25%
3,901
-283
39
$670K 0.24%
3,268
+408
40
$655K 0.23%
12,924
+4,568
41
$650K 0.23%
21,181
-6,275
42
$620K 0.22%
3,514
-2
43
$609K 0.22%
980
+121
44
$608K 0.22%
11,189
-129
45
$593K 0.21%
18,549
-296,713
46
$550K 0.19%
9,922
-4,230
47
$520K 0.18%
22,377
-834
48
$493K 0.17%
17,838
-9,569
49
$460K 0.16%
5,011
+1,276
50
$453K 0.16%
2,478
-1,366
1
2
3 4