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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
676
$13K ﹤0.01%
222
677
$13K ﹤0.01%
430
678
$13K ﹤0.01%
205
-300
679
$13K ﹤0.01%
+500
680
$13K ﹤0.01%
100
681
$13K ﹤0.01%
100
682
$12K ﹤0.01%
356
683
$12K ﹤0.01%
1,000
684
$12K ﹤0.01%
600
685
$12K ﹤0.01%
378
686
$12K ﹤0.01%
200
687
$12K ﹤0.01%
1,400
688
$12K ﹤0.01%
88
+22
689
$12K ﹤0.01%
193
690
$12K ﹤0.01%
100
-25
691
$12K ﹤0.01%
+1,000
692
$12K ﹤0.01%
1,332
+332
693
$12K ﹤0.01%
358
-50
694
$12K ﹤0.01%
600
+100
695
$12K ﹤0.01%
206
696
$12K ﹤0.01%
+500
697
$12K ﹤0.01%
60
698
$12K ﹤0.01%
600
-2,400
699
$12K ﹤0.01%
+543
700
$12K ﹤0.01%
198
26 27
28
29 30