IPA
Investment Planning Advisors Portfolio holdings
AUM
$283M
1-Year Est. Return
9.05%
1 Year Est. Return
+9.05%
AUM
$283M
AUM Growth
+$36.9M
(+15%)
Holding
81
Top Buys
| 1 | +$16.8M | |
| 2 | +$12.7M | |
| 3 | +$11.8M | |
| 4 |
Freedom 100 Emerging Markets ETF
FRDM
|
+$8.71M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$5.13M |
Top Sells
| 1 | +$12.6M | |
| 2 | +$10.1M | |
| 3 | +$9.53M | |
| 4 |
Capital Group Global Growth Equity ETF
CGGO
|
+$9.49M |
| 5 |
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
+$6.31M |
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 | |
|---|---|---|---|---|---|---|
76
United Parcel Service
UPS
$73.2B
| $217K | 0.08% |
+2,150
|
|
||
77
Oracle
ORCL
$830B
| $216K | 0.08% |
+987
|
|
||
78
Home Depot
HD
$390B
| $204K | 0.07% |
+557
|
|
||
79
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
| $204K | 0.07% |
8,358
|
|
||
80
Capital Group International Focus Equity ETF
CGXU
$4.21B
| – | – |
-16,709
|
|
||
81
Invesco NASDAQ 100 ETF
QQQM
$63.4B
| – | – |
-65,270
|
|