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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
826
$6K ﹤0.01%
175
-150
827
$6K ﹤0.01%
73
828
$6K ﹤0.01%
400
829
$6K ﹤0.01%
46
830
$6K ﹤0.01%
37
831
$6K ﹤0.01%
400
832
$6K ﹤0.01%
519
833
$6K ﹤0.01%
500
834
$6K ﹤0.01%
150
835
$6K ﹤0.01%
36
836
$6K ﹤0.01%
+1,000
837
$6K ﹤0.01%
132
838
$6K ﹤0.01%
108
839
$6K ﹤0.01%
800
840
$5K ﹤0.01%
180
-500
841
$5K ﹤0.01%
+250
842
$5K ﹤0.01%
50
-50
843
$5K ﹤0.01%
100
844
$5K ﹤0.01%
+350
845
$5K ﹤0.01%
500
846
$5K ﹤0.01%
205
-195
847
$5K ﹤0.01%
7
848
$5K ﹤0.01%
19
849
$5K ﹤0.01%
100
-450
850
$5K ﹤0.01%
121
-26
32 33
34
35 36