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
51
$810K 0.6%
15,612
+1,854
52
$756K 0.56%
5,978
-1,588
53
$719K 0.53%
7,759
-214
54
$710K 0.53%
29,294
-3,145
55
$707K 0.53%
6,492
+30
56
$700K 0.52%
15,884
-2,531
57
$678K 0.5%
12,256
-243
58
$656K 0.49%
4,914
-472
59
$606K 0.45%
40,000
60
$587K 0.44%
11,042
61
$573K 0.43%
6,277
-1,297
62
$546K 0.41%
11,517
-518
63
$537K 0.4%
6,289
-1,192
64
$522K 0.39%
1,767
-112
65
$516K 0.38%
5,158
-48
66
$468K 0.35%
8,080
-1,544
67
$462K 0.34%
5,440
+1,000
68
$460K 0.34%
26,000
69
$455K 0.34%
9,089
-1,783
70
$421K 0.31%
3,200
71
$413K 0.31%
3,559
-5
72
$408K 0.3%
7,030
+940
73
$407K 0.3%
2,475
+149
74
$398K 0.3%
6,531
+21
75
$392K 0.29%
2,501
+7
1 2
3
4 5