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
$139M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$345K
2
+$343K
3
+$310K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$308K
5
T icon
AT&T
T
+$298K

Top Sells

1
+$1.02M
2
+$744K
3
+$602K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$432K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$354K

Sector Composition

1 Technology 8.81%
2 Financials 7.26%
3 Healthcare 6.26%
4 Consumer Staples 4.42%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$847K 0.61%
6,214
+436
52
$843K 0.6%
18,591
-16
53
$840K 0.6%
17,539
-442
54
$834K 0.6%
3,912
-1,250
55
$800K 0.57%
6,431
+98
56
$705K 0.51%
7,009
+2,382
57
$691K 0.5%
11,191
58
$668K 0.48%
6,026
-283
59
$653K 0.47%
10,820
-1,800
60
$628K 0.45%
7,853
-296
61
$625K 0.45%
1,720
-38
62
$615K 0.44%
6,043
-243
63
$611K 0.44%
4,636
-100
64
$603K 0.43%
8,295
+853
65
$602K 0.43%
3,873
-388
66
$600K 0.43%
10,909
-505
67
$573K 0.41%
40,000
68
$557K 0.4%
9,723
+1,324
69
$537K 0.39%
14,052
+8,062
70
$529K 0.38%
2,549
+5
71
$523K 0.37%
6,963
-3,718
72
$520K 0.37%
10,156
-324
73
$511K 0.37%
7,125
+21
74
$503K 0.36%
13,928
+23
75
$462K 0.33%
4,880
+1,380
1 2
3
4 5