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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
626
$15K ﹤0.01%
200
627
$15K ﹤0.01%
300
628
$15K ﹤0.01%
300
-2,200
629
$15K ﹤0.01%
1,500
630
$15K ﹤0.01%
800
631
$15K ﹤0.01%
500
632
$15K ﹤0.01%
19
+2
633
$15K ﹤0.01%
400
634
$15K ﹤0.01%
600
-685
635
$15K ﹤0.01%
150
636
$15K ﹤0.01%
+300
637
$15K ﹤0.01%
+131
638
$15K ﹤0.01%
169
-100
639
$15K ﹤0.01%
500
640
$15K ﹤0.01%
200
641
$15K ﹤0.01%
300
642
$15K ﹤0.01%
33
643
$15K ﹤0.01%
100
644
$15K ﹤0.01%
400
645
$14K ﹤0.01%
125
-275
646
$14K ﹤0.01%
311
647
$14K ﹤0.01%
57
648
$14K ﹤0.01%
200
649
$14K ﹤0.01%
350
650
$14K ﹤0.01%
200
-300
24 25
26
27 28