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
$138M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$832K
2
+$700K
3
+$472K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$461K
5
AEP icon
American Electric Power
AEP
+$377K

Top Sells

1
+$287K
2
+$263K
3
+$242K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$239K
5
AMZN icon
Amazon
AMZN
+$178K

Sector Composition

1 Technology 8.39%
2 Healthcare 6.68%
3 Financials 6.66%
4 Consumer Staples 4.37%
5 Industrials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.16%
37,695
27
$1.55M 1.12%
8,082
-77
28
$1.55M 1.12%
28,696
+186
29
$1.53M 1.1%
13,540
-25
30
$1.53M 1.1%
28,900
+3,345
31
$1.51M 1.09%
18,064
+4,506
32
$1.49M 1.08%
25,166
+697
33
$1.45M 1.05%
35,980
+958
34
$1.41M 1.02%
4,991
+160
35
$1.39M 1.01%
12,533
+172
36
$1.38M 0.99%
8,608
+12
37
$1.33M 0.96%
9,527
+18
38
$1.29M 0.93%
13,852
-170
39
$1.28M 0.93%
16,129
+1,762
40
$1.25M 0.91%
12,021
+1,872
41
$1.21M 0.87%
11,623
+34
42
$1.15M 0.83%
10,681
+595
43
$1.11M 0.8%
34,050
-558
44
$1.1M 0.8%
13,680
-154
45
$1.04M 0.75%
5,162
+60
46
$1.02M 0.74%
21,536
-968
47
$966K 0.7%
17,981
+31
48
$955K 0.69%
20,375
49
$888K 0.64%
18,607
-455
50
$874K 0.63%
10,937
+4,367
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