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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$13.4M
3
+$12.7M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$12.7M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$12.6M

Top Sells

No sells this quarter

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
51
$367K 0.19%
+8,013
52
$349K 0.18%
+5,750
53
$331K 0.17%
+6,891
54
$278K 0.14%
+2,246
55
$245K 0.12%
+3,156
56
$242K 0.12%
+542
57
$236K 0.12%
+976
58
$205K 0.1%
+3,224
59
$204K 0.1%
+1,340
1 2
3