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
76
$217K 0.08%
+2,150
77
$216K 0.08%
+987
78
$204K 0.07%
+557
79
$204K 0.07%
8,358
80
– –
-16,709
81
– –
-65,270
1 2 3
4