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IPFPX

ETF
IPFPX · UNKNOWN · 30 holdings
$56.65
▲ $1.22 (2.20%)
Day Range
52-Week Range
Volume
Apertura —
Promedio 50D / 200D
Promedio 50D / 200D

About IPFPX

No description available for this ETF.

Fund Details

Expense Ratio
Inception Date
Prev. Close
$55.43
Exchange
UNKNOWN
Currency
USD
Holdings As Of
Apr 10, 2026
Tracked Holdings
100.0%
HHI Score
365.88
Top Sector
Financial Services (17.827117%)

Performance

Low (14.8%) ↗ Accelerating
1W
▲ 3.22%
1M
▲ 2.73%
3M
▲ 3.79%
6M
▼ -0.02%
YTD
▲ 5.13%
1Y
▲ 23.94%
3Y
▲ 16.25%

1W return (+3.22%) exceeds 1M (+2.73%) — momentum is building

Price History

Concentration Risk

48.84% Moderately Concentrated
Diversified Concentrated

The top 10 holdings represent 48.84% of the fund. A moderate concentration level — the fund balances top holdings with broader diversification.

Top Holdings Today

Weighted by position size
T
▼ -0.39%
CVS
▲ 0.62%
NFG
▼ -1.14%
ALL
▼ -1.65%
EQH
▼ -2.73%
TSN
▲ 0.34%
D
▲ 0.19%
COR
▼ -0.51%
CVX
▼ -0.95%
C
▼ -0.42%
Weighted avg. of top holdings ▼ -0.67%

Sector Allocation

Financial Services
17.83%
Healthcare
16.83%
Energy
11.68%
Technology
11.11%
Consumer Defensive
10.96%
Consumer Cyclical
7.61%
Communication Services
5.65%
Industrials
5.55%
Utilities
4.44%
Basic Materials
2.54%
Real Estate
1.71%

Top 10 Holdings

48.84% of fund
T AT&T Inc
5.65%
CVS CVS Health Corp
5.64%
NFG National Fuel Gas Co
5.47%
ALL Allstate Corp/The
5.47%
EQH Equitable Holdings Inc
4.86%
TSN Tyson Foods Inc
4.66%
D Dominion Energy Inc
4.44%
COR Cencora Inc
4.42%
CVX Chevron Corp
4.20%
C Citigroup Inc
4.04%
Other positions
4.09%

All Holdings (30)

Top 10: 48.84% of fund
# Ticker Name Weight Shares Market Value
1 T AT&T Inc 5.65% 590,000 16.69 M
2 CVS CVS Health Corp 5.64% 246,000 16.67 M
3 NFG National Fuel Gas Co 5.47% 204,000 16.15 M
4 ALL Allstate Corp/The 5.47% 78,000 16.15 M
5 EQH Equitable Holdings Inc 4.86% 276,000 14.38 M
6 TSN Tyson Foods Inc 4.66% 216,000 13.78 M
7 D Dominion Energy Inc 4.44% 234,000 13.12 M
8 COR Cencora Inc 4.42% 47,000 13.07 M
9 CVX Chevron Corp 4.20% 74,200 12.41 M
10 C Citigroup Inc 4.04% 168,000 11.93 M
Showing top 10 of 30 holdings · Listed: 95.91% · 4.09% in other positions

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