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AIP

Ahrens Investment Partners Portfolio holdings

AUM $202M
1-Year Est. Return 3.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,152
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$8.75M
3
+$6.58M
4
OUSA icon
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
+$6.39M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$5.4M

Top Sells

1
+$4.47M
2
+$1.8M
3
+$1.42M
4
BUI icon
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
+$1.18M
5
MHD icon
BlackRock MuniHoldings Fund
MHD
+$1.02M

Sector Composition

1 Energy 13.2%
2 Technology 5.43%
3 Financials 4.23%
4 Consumer Discretionary 4.12%
5 Healthcare 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$20K 0.01%
132
-100
577
$20K 0.01%
462
578
$20K 0.01%
164
579
$20K 0.01%
168
580
$20K 0.01%
422
581
$20K 0.01%
+150
582
$20K 0.01%
4,192
-8,384
583
$20K 0.01%
1,212
+3
584
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1,300
-1,200
585
$19K 0.01%
300
586
$19K 0.01%
200
587
$19K 0.01%
105
588
$19K 0.01%
186
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589
$19K 0.01%
600
590
$19K 0.01%
335
591
$19K 0.01%
502
592
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161
593
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450
594
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120
595
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597
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200
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598
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599
$18K 0.01%
300
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600
$18K 0.01%
55
22 23
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