IPA
Investment Planning Advisors Portfolio holdings
AUM
$283M
This Quarter Return
+0.99%
1 Year Return
+9.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
–
Cap. Flow
+$196M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.02%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$23.7M |
| 2 |
Invesco S&P 500 Revenue ETF
RWL
|
$13.4M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$12.7M |
| 4 |
Invesco S&P 500 GARP ETF
SPGP
|
$12.7M |
| 5 |
Capital Group Core Plus Income ETF
CGCP
|
$12.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.59% |
| 2 | Financials | 0.55% |
| 3 | Communication Services | 0.22% |
| 4 | Utilities | 0.12% |
| 5 | Consumer Staples | 0.1% |
