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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
651
$14K ﹤0.01%
+1,000
652
$14K ﹤0.01%
530
653
$14K ﹤0.01%
60
-350
654
$14K ﹤0.01%
203
655
$14K ﹤0.01%
+200
656
$14K ﹤0.01%
120
-575
657
$14K ﹤0.01%
+100
658
$13K ﹤0.01%
100
+25
659
$13K ﹤0.01%
188
-75
660
$13K ﹤0.01%
527
+2
661
$13K ﹤0.01%
200
662
$13K ﹤0.01%
300
663
$13K ﹤0.01%
+700
664
$13K ﹤0.01%
190
-1,450
665
$13K ﹤0.01%
339
666
$13K ﹤0.01%
75
667
$13K ﹤0.01%
147
668
$13K ﹤0.01%
100
669
$13K ﹤0.01%
500
670
$13K ﹤0.01%
500
671
$13K ﹤0.01%
1,400
672
$13K ﹤0.01%
125
673
$13K ﹤0.01%
288
674
$13K ﹤0.01%
100
675
$13K ﹤0.01%
70
-90
25 26
27
28 29