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
51
$380K 0.17%
1,439
+463
52
$357K 0.16%
1,887
-529
53
$336K 0.15%
6,982
+91
54
$308K 0.13%
+1,285
55
$288K 0.13%
3,502
+346
56
$262K 0.11%
+1,092
57
$258K 0.11%
1,918
-328
58
$251K 0.11%
10,026
-298,067
59
$249K 0.11%
+10,728
60
$221K 0.1%
1,340
61
$221K 0.1%
+7,925
62
$201K 0.09%
3,231
+7
63
$201K 0.09%
+2,224
64
– –
-8,636
65
– –
-542
66
– –
-14,236
1 2
3