AIP
Ahrens Investment Partners Portfolio holdings
AUM
$202M
1-Year Return
3.9%
This Quarter Return
+12.86%
1 Year Return
-3.9%
3 Year Return
+82.61%
5 Year Return
+76.22%
10 Year Return
–
AUM
$219M
AUM Growth
+$5.03M
(+2.3%)
Cap. Flow
-$21.7M
Cap. Flow
% of AUM
-9.87%
Top 10 Holdings %
Top 10 Hldgs %
42.3%
Holding
194
New
29
Increased
15
Reduced
110
Closed
24
Top Buys
Top Sells
| 1 |
ABFL
Abacus FCF Leaders ETF
ABFL
|
$3.68M |
| 2 |
Fidelity Dividend ETF for Rising Rates
FDRR
|
$2.28M |
| 3 |
ASAP
Waitr Holdings Inc. Common Stock
ASAP
|
$2.05M |
| 4 |
iShares Core 80/20 Aggressive Allocation ETF
AOA
|
$1.86M |
| 5 |
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% |
