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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
851
$5K ﹤0.01%
200
852
$5K ﹤0.01%
+50
853
$5K ﹤0.01%
37
854
$5K ﹤0.01%
+194
855
$5K ﹤0.01%
36
856
$5K ﹤0.01%
166
857
$5K ﹤0.01%
100
858
$5K ﹤0.01%
60
859
$5K ﹤0.01%
21
860
$5K ﹤0.01%
35
861
$5K ﹤0.01%
67
862
$4K ﹤0.01%
7
863
$4K ﹤0.01%
130
-530
864
$4K ﹤0.01%
100
865
$4K ﹤0.01%
27
866
$4K ﹤0.01%
60
-1,630
867
$4K ﹤0.01%
15
-50
868
$4K ﹤0.01%
65
869
$4K ﹤0.01%
137
870
$4K ﹤0.01%
48
871
$4K ﹤0.01%
200
872
$4K ﹤0.01%
512
-238
873
$4K ﹤0.01%
31
874
$4K ﹤0.01%
35
875
$4K ﹤0.01%
200
-200
33 34
35
36 37