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Investment Planning Advisors, Inc.
Investment Planning Advisors, Inc. is an institution, managing $318.0M across 88 long positions as of Q3 2025 with 96% ETF concentration and 72% concentrated in top 10 holdings.
- Portfolio Value
- $318.0M
- Positions
- 88
- Top Holding
- SPLG at 12.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Investment Planning Advisors, Inc.'s portfolio (72.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $40.5M | 12.74% | +$9.2M Bought | — 517.1K shares | |
ETF ETF | $34.3M | 10.78% | +$2.3M Bought | — 163.7K shares | |
ETF ETF | $33.4M | 10.51% | +$33.4M New | — 136.9K shares | |
ETF ETF | $22.3M | 7.02% | +$3.9M Bought | — 504.0K shares | |
ETF ETF | $21.5M | 6.77% | +$21.5M New | — 274.5K shares | |
ETF ETF | $17.9M | 5.63% | +$15.2M Bought | — 161.8K shares | |
ETF ETF | $17.8M | 5.60% | +$17.8M Bought | — 72.1K shares | |
ETF ETF | $16.4M | 5.16% | -$5.9M Sold | — 354.8K shares | |
ETF ETF | $13.6M | 4.29% | -$17.5M Sold | — 344.8K shares | |
ETF ETF | $11.6M | 3.65% | +$941.0K Bought | — 217.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Investment Planning Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-97.99% | |
-96.11% |
Analytics
Portfolio insights and performance metrics for Investment Planning Advisors, Inc.
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