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
101
$290K 0.21%
1,649
102
$288K 0.21%
2,714
+238
103
$283K 0.2%
10,244
+20
104
$279K 0.2%
3,410
+18
105
$276K 0.2%
1,727
+7
106
$276K 0.2%
2,646
-294
107
$275K 0.2%
13,129
+12
108
$275K 0.2%
2,750
109
$271K 0.2%
1,687
+5
110
$271K 0.2%
2,399
-138
111
$268K 0.19%
8,652
112
$266K 0.19%
1,000
113
$266K 0.19%
+2,392
114
$265K 0.19%
1,093
+2
115
$263K 0.19%
2,120
+11
116
$257K 0.19%
4,380
117
$255K 0.18%
11,304
-2,139
118
$252K 0.18%
3,506
119
$251K 0.18%
1,790
+9
120
$250K 0.18%
18,103
+5
121
$249K 0.18%
2,205
-2,545
122
$246K 0.18%
15,597
-256
123
$246K 0.18%
4,560
+24
124
$243K 0.18%
3,971
-71
125
$236K 0.17%
1,000
-100
2 3 4
5
6