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
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