AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
1-Year Return
3.9%
This Quarter Return
+5.19%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$266M
AUM Growth
+$27.2M
(+11%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
6.28%
Top 10 Holdings %
Top 10 Hldgs %
37.54%
Holding
185
New
17
Increased
72
Reduced
66
Closed
10
Top Buys
| 1 |
Innovator IBD 50 ETF
FFTY
|
$3.42M |
| 2 |
ABFL
Abacus FCF Leaders ETF
ABFL
|
$3.32M |
| 3 |
Alerian MLP ETF
AMLP
|
$2.16M |
| 4 |
First Trust US Equity Opportunities ETF
FPX
|
$1.81M |
| 5 |
PIMCO Corporate & Income Opportunity Fund
PTY
|
$1.52M |
Top Sells
Sector Composition
| 1 | Energy | 6.26% |
| 2 | Financials | 3.53% |
| 3 | Consumer Discretionary | 2.16% |
| 4 | Technology | 1.69% |
| 5 | Communication Services | 1.68% |
