Instuitional Investor - Investment Planning Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Investment Planning Advisors, Inc. |
| Portfolio Value | $228,995,317 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 296,223 | $20,421,588 | 8.91% | |
| 2. | Capital Grp Fixed Incm Etf T | 886,110 | $19,671,642 | 8.59% | |
| 3. | Capital Group Core Equity Et | 519,639 | $18,171,775 | 7.93% | |
| 4. | J P Morgan Exchange Traded F - EQUITY FOCUS ETF | 265,768 | $17,835,659 | 7.78% | |
| 5. | Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE | 140,588 | $13,766,392 | 6.01% |
