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
$138M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$832K
2
+$700K
3
+$472K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$461K
5
AEP icon
American Electric Power
AEP
+$377K

Top Sells

1
+$287K
2
+$263K
3
+$242K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$239K
5
AMZN icon
Amazon
AMZN
+$178K

Sector Composition

1 Technology 8.39%
2 Healthcare 6.68%
3 Financials 6.66%
4 Consumer Staples 4.37%
5 Industrials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.3%
4,831
77
$413K 0.3%
26,000
78
$407K 0.29%
1,485
79
$404K 0.29%
8,642
+1,561
80
$399K 0.29%
3,645
+14
81
$398K 0.29%
4,905
+25
82
$376K 0.27%
1,977
-51
83
$370K 0.27%
6,214
-981
84
$341K 0.25%
2,914
+2
85
$340K 0.25%
6,799
+31
86
$339K 0.25%
6,280
+21
87
$338K 0.24%
3,200
88
$332K 0.24%
1,363
+4
89
$325K 0.24%
3,065
90
$320K 0.23%
1,713
+8
91
$320K 0.23%
1,292
92
$320K 0.23%
6,645
+5
93
$318K 0.23%
3,023
+14
94
$312K 0.23%
3,500
-2,000
95
$310K 0.22%
3,406
-105
96
$309K 0.22%
4,284
-226
97
$306K 0.22%
5,861
+226
98
$299K 0.22%
2,729
99
$297K 0.21%
2,976
+27
100
$294K 0.21%
+6,074
2 3
4
5 6