AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
This Quarter Return
-18.32%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(-42%)
Cap. Flow
-$48.3M
Cap. Flow
% of AUM
-34.64%
Top 10 Holdings %
Top 10 Hldgs %
40.19%
Holding
180
New
11
Increased
28
Reduced
85
Closed
46
Top Buys
| 1 |
DB Gold Double Long ETN due February 15, 2038
DGP
|
$3.52M |
| 2 |
ALPS O'Shares US Quality Dividend ETF
OUSA
|
$2.68M |
| 3 |
Amazon
AMZN
|
$1.8M |
| 4 |
AT&T
T
|
$1.62M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.38M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 5.39% |
| 2 | Financials | 3.81% |
| 3 | Communication Services | 3.75% |
| 4 | Energy | 3.57% |
| 5 | Technology | 3.5% |
