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
$110M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$369K
2
+$355K
3
+$307K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$267K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$248K

Top Sells

1
+$323K
2
+$202K
3
+$69.8K
4
PM icon
Philip Morris
PM
+$40.9K
5
HBAN icon
Huntington Bancshares
HBAN
+$40.4K

Sector Composition

1 Financials 8.18%
2 Healthcare 7.48%
3 Technology 6.93%
4 Industrials 4.57%
5 Consumer Staples 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$777K 0.71%
7,186
+403
52
$769K 0.7%
7,156
+343
53
$767K 0.7%
17,142
+5
54
$697K 0.63%
22,282
+44
55
$690K 0.63%
19,152
+4,036
56
$677K 0.62%
6,491
+1,020
57
$669K 0.61%
7,563
-85
58
$655K 0.6%
25,971
-207
59
$653K 0.59%
19,364
-118
60
$644K 0.59%
41,000
61
$619K 0.56%
7,516
+83
62
$601K 0.55%
4,088
-475
63
$580K 0.53%
5,021
+4
64
$562K 0.51%
2,026
+3
65
$535K 0.49%
10,943
+38
66
$484K 0.44%
6,063
+731
67
$453K 0.41%
3,116
+64
68
$424K 0.39%
7,800
+591
69
$415K 0.38%
5,726
+116
70
$412K 0.37%
7,938
-116
71
$409K 0.37%
7,593
+61
72
$396K 0.36%
21,111
+1,765
73
$395K 0.36%
12,751
+12
74
$389K 0.35%
15,157
+1,099
75
$377K 0.34%
2,192
+11
1 2
3
4 5