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
76
$387K 0.29%
1,767
-125
77
$377K 0.28%
9,985
78
$371K 0.28%
2,008
-1,772
79
$371K 0.28%
4,716
-296
80
$365K 0.27%
1,486
-79
81
$361K 0.27%
4,736
-134
82
$351K 0.26%
+5,009
83
$347K 0.26%
3,631
+14
84
$338K 0.25%
3,065
85
$331K 0.25%
2,750
86
$328K 0.24%
7,852
+52
87
$327K 0.24%
4,896
88
$327K 0.24%
6,172
+1,036
89
$316K 0.23%
1,352
+4
90
$314K 0.23%
11,145
-4,476
91
$312K 0.23%
9,695
-140
92
$308K 0.23%
5,638
+725
93
$308K 0.23%
1,485
94
$306K 0.23%
15,651
-4,970
95
$300K 0.22%
6,442
+791
96
$299K 0.22%
5,018
-285
97
$298K 0.22%
3,481
+283
98
$297K 0.22%
2,918
-383
99
$296K 0.22%
+5,010
100
$290K 0.22%
1,000
2 3
4
5 6