AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
This Quarter Return
+1.91%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$232M
AUM Growth
+$232M
(+11%)
Cap. Flow
+$21.9M
Cap. Flow
% of AUM
9.45%
Top 10 Holdings %
Top 10 Hldgs %
41.25%
Holding
188
New
31
Increased
67
Reduced
48
Closed
20
Top Buys
Top Sells
| 1 |
IMLP
iPath S&P MLP ETN
IMLP
|
$2.44M |
| 2 |
Invesco S&P 500 High Beta ETF
SPHB
|
$1.82M |
| 3 |
Healthcare Realty
HR
|
$1.65M |
| 4 |
VGR
Vector Group Ltd.
VGR
|
$1.39M |
| 5 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$1.39M |
Sector Composition
| 1 | Energy | 6.08% |
| 2 | Financials | 3.08% |
| 3 | Communication Services | 2.22% |
| 4 | Real Estate | 1.77% |
| 5 | Healthcare | 1.51% |
