XPN

XY Planning Network Portfolio holdings

AUM $294M
1-Year Est. Return 10.88%
This Quarter Est. Return
1 Year Est. Return
+10.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.99M
3
+$2.45M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.14M
5
PTL icon
Inspire 500 ETF
PTL
+$2.06M

Top Sells

1
+$2.25M
2
+$2.06M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$687K

Sector Composition

1 Technology 2.21%
2 Consumer Discretionary 0.49%
3 Healthcare 0.26%
4 Industrials 0.23%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.18%
20,355
+755
27
$1.48M 0.99%
22,041
-903
28
$1.48M 0.98%
14,257
-2,132
29
$1.46M 0.97%
38,079
-186
30
$1.43M 0.95%
18,086
-208
31
$1.38M 0.92%
+27,044
32
$1.34M 0.9%
12,405
-98
33
$1.32M 0.88%
14,302
-365
34
$1.31M 0.87%
+22,295
35
$1.26M 0.84%
36,145
-1,319
36
$1.24M 0.83%
2,412
+1,135
37
$1.18M 0.79%
5,298
+922
38
$1.17M 0.78%
15,005
-457
39
$1.16M 0.77%
41,316
-15,156
40
$1.15M 0.77%
+21,515
41
$1.14M 0.76%
22,654
+1,207
42
$1.1M 0.73%
21,024
-2,637
43
$1.05M 0.7%
28,456
+1,510
44
$1.05M 0.7%
+19,030
45
$1.05M 0.7%
21,416
+11,246
46
$948K 0.63%
9,066
-10,108
47
$880K 0.59%
5,080
+69
48
$878K 0.59%
5,080
-826
49
$824K 0.55%
+20,204
50
$793K 0.53%
12,777
+5,540
1
2
3 4 5