XPN
XY Planning Network Portfolio holdings
AUM
$626M
1-Year Est. Return
15.69%
This Fund
S&P 500
1 Year Est. Return
+15.69%
AUM
$626M
AUM Growth
+$52.2M
(+9.1%)
Holding
280
Top Buys
| 1 | +$3.82M | |
| 2 | +$2.01M | |
| 3 | +$2M | |
| 4 |
CORO
iShares International Country Rotation Active ETF
CORO
|
+$1.92M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.92M |
Top Sells
| 1 | +$3.36M | |
| 2 | +$3.06M | |
| 3 | +$1.97M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.27M |
| 5 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
+$1.07M |
Sector Composition
| 1 | Technology | 2.5% |
| 2 | Financials | 1.46% |
| 3 | Communication Services | 0.66% |
| 4 | Consumer Staples | 0.61% |
| 5 | Consumer Discretionary | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
iShares S&P 100 ETF
OEF
$19.5B
| – | – |
-1,404
|
|
||
277
Schwab US Large-Cap Growth ETF
SCHG
$54.4B
| – | – |
-15,071
|
|
||
278
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$378M
| – | – |
-6,400
|
|
||
279
Innovator US Equity Ultra Buffer ETF January
UJAN
$323M
| – | – |
-6,349
|
|
||
280
Invesco S&P 500 Top 50 ETF
XLG
$10.7B
| – | – |
-33,263
|
|