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
101
$130K 0.14%
+2,705
102
$120K 0.13%
10,830
+107
103
$114K 0.13%
+2,191
104
$109K 0.12%
+2,520
105
$109K 0.12%
+3,873
106
$99K 0.11%
+1,838
107
$93K 0.1%
8,355
108
$82K 0.09%
+740
109
$78K 0.09%
+1,820
110
$76K 0.08%
+896
111
$66K 0.07%
+603
112
$64K 0.07%
+514
113
$64K 0.07%
+3,060
114
$63K 0.07%
+1,579
115
$58K 0.06%
+2,000
116
$56K 0.06%
+1,173
117
$51K 0.06%
+1,042
118
$51K 0.06%
+471
119
$48K 0.05%
+1,204
120
$48K 0.05%
+1,000
121
$39K 0.04%
+425
122
$38K 0.04%
+286
123
$38K 0.04%
+1,148
124
$37K 0.04%
+988
125
$37K 0.04%
+862
3 4
5
6 7