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
51
$787K 0.52%
13,487
-38,641
52
$754K 0.5%
17,895
+293
53
$727K 0.49%
3,822
-525
54
$677K 0.45%
+13,350
55
$665K 0.44%
+6,602
56
$657K 0.44%
+21,048
57
$630K 0.42%
4,883
-287
58
$613K 0.41%
6,695
+463
59
$600K 0.4%
15,622
-53,713
60
$588K 0.39%
+9,904
61
$543K 0.36%
+12,734
62
$520K 0.35%
3,104
-201
63
$514K 0.34%
+22,539
64
$482K 0.32%
10,130
+1,515
65
$458K 0.31%
11,112
66
$454K 0.3%
11,532
+81
67
$442K 0.29%
10,906
-56
68
$434K 0.29%
+7,078
69
$434K 0.29%
17,315
-4,424
70
$433K 0.29%
+4,626
71
$429K 0.29%
8,334
+5
72
$392K 0.26%
749
+3
73
$367K 0.24%
+782
74
$348K 0.23%
3,400
+3
75
$345K 0.23%
3,272
-450
1 2
3
4 5