AIP

Ahrens Investment Partners Portfolio holdings

AUM $202M
1-Year Est. Return 3.9%
This Quarter Est. Return
1 Year Est. Return
-3.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Sells

1 +$3.68M
2 +$2.28M
3 +$2.05M
4
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$1.86M
5
FFTY icon
Innovator IBD 50 ETF
FFTY
+$1.25M

Sector Composition

1 Energy 6.08%
2 Financials 3.58%
3 Consumer Discretionary 2.06%
4 Communication Services 1.82%
5 Real Estate 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$238K 0.11%
6,900
-2,300
127
$231K 0.11%
4,840
-494
128
$229K 0.1%
+10,543
129
$227K 0.1%
20,280
-150
130
$225K 0.1%
13,500
-18,000
131
$224K 0.1%
1,840
132
$223K 0.1%
+6,155
133
$222K 0.1%
+1,636
134
$219K 0.1%
+4,086
135
$216K 0.1%
+10,158
136
$214K 0.1%
+3,680
137
$212K 0.1%
3,201
-314
138
$211K 0.1%
+2,604
139
$208K 0.09%
2,983
-2,332
140
$208K 0.09%
2,293
-600
141
$207K 0.09%
+3,151
142
$207K 0.09%
13,681
+312
143
$206K 0.09%
6,145
-37,365
144
$206K 0.09%
+9,100
145
$202K 0.09%
+10,700
146
$201K 0.09%
8,200
-1,000
147
$201K 0.09%
9,000
-1,200
148
$187K 0.09%
10,850
-1,150
149
$186K 0.08%
3,500
150
$182K 0.08%
10,400
-14,900