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
51
$448K 0.16%
9,175
-3,094
52
$429K 0.15%
1,532
-49
53
$429K 0.15%
2,712
+342
54
$423K 0.15%
1,458
+185
55
$412K 0.15%
5,972
-91,414
56
$410K 0.14%
+6,824
57
$404K 0.14%
7,976
-2,824
58
$401K 0.14%
9,630
-3,350
59
$398K 0.14%
4,070
+490
60
$395K 0.14%
8,835
-624
61
$367K 0.13%
1,156
-216
62
$364K 0.13%
749
+175
63
$349K 0.12%
15,339
-8,147
64
$296K 0.1%
1,250
+48
65
$291K 0.1%
+11,380
66
$290K 0.1%
20,925
-91,666
67
$288K 0.1%
1,637
-290
68
$278K 0.1%
4,353
+447
69
$262K 0.09%
+10,345
70
$247K 0.09%
+8,455
71
$246K 0.09%
833
72
$236K 0.08%
3,330
73
$234K 0.08%
+2,174
74
$227K 0.08%
1,300
75
$226K 0.08%
+8,061
1 2
3
4