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
101
$289K 0.21%
6,707
+31
102
$289K 0.21%
2,709
+542
103
$286K 0.21%
5,300
-327
104
$285K 0.21%
5,656
-1,891
105
$281K 0.21%
2,080
-162
106
$276K 0.21%
2,882
+12
107
$273K 0.2%
3,116
+137
108
$273K 0.2%
2,686
109
$268K 0.2%
1,638
+11
110
$265K 0.2%
13,294
-889
111
$261K 0.19%
2,519
+9
112
$260K 0.19%
3,225
+131
113
$260K 0.19%
3,876
-1,194
114
$260K 0.19%
4,564
-273
115
$259K 0.19%
12,960
-4,635
116
$258K 0.19%
3,356
+16
117
$256K 0.19%
2,277
+12
118
$255K 0.19%
3,053
119
$255K 0.19%
1,691
+7
120
$255K 0.19%
3,860
-399
121
$254K 0.19%
9,241
-3,045
122
$247K 0.18%
3,466
+69
123
$247K 0.18%
1,706
+5
124
$244K 0.18%
1,000
-500
125
$244K 0.18%
4,380
3 4
5
6 7