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AIP

Ahrens Investment Partners Portfolio holdings

AUM $202M
1-Year Est. Return 3.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.22M
3
+$2.98M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$2.71M
5
FDRR icon
Fidelity Dividend ETF for Rising Rates
FDRR
+$2.44M

Top Sells

1
+$2.53M
2
+$1.82M
3
+$1.68M
4
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
+$1.57M
5
VGR
Vector Group Ltd.
VGR
+$1.4M

Sector Composition

1 Energy 6.08%
2 Financials 3.08%
3 Communication Services 2.22%
4 Real Estate 1.77%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-48,495
177
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-10,606
178
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-20,700
179
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-12,811
180
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-66
181
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-15,350
182
– –
-19,224
183
– –
-12,000
184
– –
-15,000
185
– –
-12,200
186
– –
-5,608
187
– –
-16,469
188
– –
-10,388
4 5 6 7
8