IP

Investment Partners Portfolio holdings

AUM $264M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.8M
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$259K
3
+$204K
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$182K
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$180K

Top Sells

1
+$174K
2
+$133K
3
+$127K
4
IBM icon
IBM
IBM
+$69.3K
5
XOM icon
Exxon Mobil
XOM
+$67.8K

Sector Composition

1 Healthcare 6.86%
2 Technology 6.69%
3 Industrials 5.49%
4 Financials 5.44%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.33%
20,884
+23
77
$288K 0.32%
6,558
-117
78
$282K 0.31%
3,200
79
$272K 0.3%
2,819
-97
80
$266K 0.29%
8,090
-43
81
$263K 0.29%
2,444
+1
82
$254K 0.28%
16,333
-74
83
$248K 0.27%
4,656
84
$246K 0.27%
4,668
+2
85
$242K 0.27%
2,920
+116
86
$232K 0.26%
3,424
87
$232K 0.26%
4,092
+1
88
$220K 0.24%
2,819
89
$213K 0.23%
1,583
90
$208K 0.23%
12,963
+7
91
$203K 0.22%
2,520
+14
92
$182K 0.2%
+8,545
93
$168K 0.18%
+1,468
94
$156K 0.17%
+5,247
95
$156K 0.17%
+3,914
96
$152K 0.17%
+5,007
97
$151K 0.17%
+7,440
98
$141K 0.16%
+3,670
99
$140K 0.15%
+2,976
100
$132K 0.15%
12,569
2 3
4
5 6