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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
876
$4K ﹤0.01%
300
877
$4K ﹤0.01%
50
878
$4K ﹤0.01%
100
-550
879
$4K ﹤0.01%
42
880
$4K ﹤0.01%
42
881
$4K ﹤0.01%
+58
882
$4K ﹤0.01%
1
883
$4K ﹤0.01%
92
-32
884
$4K ﹤0.01%
9
885
$4K ﹤0.01%
135
886
$4K ﹤0.01%
116
887
$4K ﹤0.01%
230
888
$4K ﹤0.01%
28
-1
889
$4K ﹤0.01%
42
890
$3K ﹤0.01%
50
891
$3K ﹤0.01%
120
892
$3K ﹤0.01%
11
893
$3K ﹤0.01%
+5
894
$3K ﹤0.01%
100
-651
895
$3K ﹤0.01%
2
896
$3K ﹤0.01%
50
897
$3K ﹤0.01%
400
898
$3K ﹤0.01%
108
899
$3K ﹤0.01%
32
900
$3K ﹤0.01%
106
34 35
36
37 38