IPA
Investment Planning Advisors Portfolio holdings
AUM
$283M
This Quarter Return
+4.33%
1 Year Return
+9.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
60.02%
Holding
59
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
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% |
