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
76
$344K 0.23%
644
+13
77
$330K 0.22%
+2,843
78
$290K 0.19%
3,699
-246
79
$289K 0.19%
+3,517
80
$287K 0.19%
820
-65
81
$283K 0.19%
+1,101
82
$281K 0.19%
+1,800
83
$281K 0.19%
9,060
84
$277K 0.19%
10,587
+74
85
$277K 0.18%
7,735
-457
86
$266K 0.18%
709
-2,666
87
$266K 0.18%
+10,420
88
$261K 0.17%
+9,247
89
$258K 0.17%
+10,368
90
$257K 0.17%
+12,985
91
$257K 0.17%
459
-172
92
$248K 0.17%
5,243
+118
93
$247K 0.17%
+2,814
94
$246K 0.16%
4,082
+654
95
$244K 0.16%
3,879
+95
96
$230K 0.15%
3,851
+32
97
$230K 0.15%
1,933
-404
98
$221K 0.15%
1,138
-3,540
99
$221K 0.15%
1,185
100
$220K 0.15%
4,666
-1,039
1 2 3
4
5