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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
801
$7K ﹤0.01%
183
802
$7K ﹤0.01%
380
803
$7K ﹤0.01%
37
804
$7K ﹤0.01%
104
+54
805
$7K ﹤0.01%
233
806
$7K ﹤0.01%
100
807
$7K ﹤0.01%
200
808
$6K ﹤0.01%
315
-885
809
$6K ﹤0.01%
41
810
$6K ﹤0.01%
82
811
$6K ﹤0.01%
100
812
$6K ﹤0.01%
344
+7
813
$6K ﹤0.01%
75
814
$6K ﹤0.01%
368
815
$6K ﹤0.01%
200
+50
816
$6K ﹤0.01%
21
817
$6K ﹤0.01%
106
818
$6K ﹤0.01%
38
819
$6K ﹤0.01%
57
820
$6K ﹤0.01%
65
821
$6K ﹤0.01%
95
822
$6K ﹤0.01%
55
823
$6K ﹤0.01%
60
824
$6K ﹤0.01%
200
825
$6K ﹤0.01%
32
31 32
33
34 35