IP

Investment Partners Portfolio holdings

AUM $284M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$391K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$452K
2
+$395K
3
+$351K
4
PGR icon
Progressive
PGR
+$296K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$289K

Top Sells

1
+$487K
2
+$388K
3
+$382K
4
AMGN icon
Amgen
AMGN
+$327K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$324K

Sector Composition

1 Financials 9.81%
2 Technology 7.95%
3 Healthcare 6.53%
4 Consumer Staples 4.14%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.22%
37,695
27
$1.61M 1.2%
12,001
-1,131
28
$1.59M 1.18%
8,164
-1,082
29
$1.5M 1.12%
13,653
-1,250
30
$1.38M 1.03%
10,399
-2,876
31
$1.32M 0.98%
4,852
+215
32
$1.29M 0.96%
12,352
-550
33
$1.22M 0.91%
28,437
-2,387
34
$1.12M 0.83%
9,739
+482
35
$1.12M 0.83%
32,612
-2,293
36
$1.11M 0.82%
13,020
+1,424
37
$1.08M 0.8%
13,091
-1,230
38
$1.08M 0.8%
19,482
-839
39
$1.04M 0.77%
13,318
+1,486
40
$1.04M 0.77%
22,376
+1,052
41
$1.03M 0.77%
6,307
+580
42
$1.02M 0.76%
5,452
+350
43
$994K 0.74%
34,830
-4,278
44
$985K 0.73%
19,584
-1,975
45
$935K 0.69%
19,445
-819
46
$933K 0.69%
6,874
-992
47
$902K 0.67%
13,019
-378
48
$897K 0.67%
18,036
-2,573
49
$896K 0.67%
11,477
-1,073
50
$868K 0.64%
19,789
-2,253
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