AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
This Quarter Return
+2.81%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(+9.3%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
7.17%
Top 10 Holdings %
Top 10 Hldgs %
40.71%
Holding
166
New
23
Increased
62
Reduced
53
Closed
9
Top Buys
Top Sells
| 1 |
Global X SuperDividend ETF
SDIV
|
$645K |
| 2 |
Healthcare Realty
HR
|
$417K |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$365K |
| 4 |
HTD
John Hancock Tax-Advantaged Dividend Income Fund
HTD
|
$352K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$342K |
Sector Composition
| 1 | Energy | 9% |
| 2 | Real Estate | 4.44% |
| 3 | Financials | 2.57% |
| 4 | Consumer Staples | 2.24% |
| 5 | Communication Services | 2.15% |
