AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
1-Year Return
3.9%
This Quarter Return
-13.12%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$226M
AUM Growth
-$90.5M
(-29%)
Cap. Flow
-$47.2M
Cap. Flow
% of AUM
-20.87%
Top 10 Holdings %
Top 10 Hldgs %
30.3%
Holding
1,082
New
37
Increased
141
Reduced
260
Closed
85
Top Buys
| 1 |
Direxion Daily S&P Biotech Bull 3X Shares
LABU
|
+$3.06M |
| 2 |
Virtus Terranova US Quality Momentum ETF
JOET
|
+$3.03M |
| 3 |
SACH
Sachem Capital Corp
SACH
|
+$2.41M |
| 4 |
First Trust NASDAQ Technology Dividend Index Fund
TDIV
|
+$1.99M |
| 5 |
JDIV
JPMorgan U.S. Dividend ETF
JDIV
|
+$1.67M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$5.54M |
| 2 |
Consolidated Edison
ED
|
+$5.21M |
| 3 |
Invesco DB Commodity Index Tracking Fund
DBC
|
+$4.95M |
| 4 |
AWP
abrdn Global Premier Properties Fund
AWP
|
+$4.03M |
| 5 |
ALPS O'Shares US Quality Dividend ETF
OUSA
|
+$3.83M |
Sector Composition
| 1 | Energy | 14.47% |
| 2 | Technology | 5.93% |
| 3 | Financials | 5.18% |
| 4 | Consumer Discretionary | 4.34% |
| 5 | Real Estate | 3.56% |
