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
$168M
AUM Growth
-$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$308K
2
+$206K
3
+$147K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$101K
5
AMZN icon
Amazon
AMZN
+$88.2K

Top Sells

1
+$2.01M
2
+$1.19M
3
+$1.03M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$851K
5
MSFT icon
Microsoft
MSFT
+$706K

Sector Composition

1 Technology 10.35%
2 Consumer Discretionary 5.32%
3 Healthcare 4.31%
4 Financials 4.27%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$285K 0.17%
2,125
+13
102
$278K 0.17%
1,795
103
$276K 0.16%
927
-70
104
$276K 0.16%
2,612
+418
105
$273K 0.16%
1,043
106
$273K 0.16%
5,474
107
$268K 0.16%
800
-50
108
$266K 0.16%
1,807
+187
109
$265K 0.16%
3,600
110
$255K 0.15%
7,006
+43
111
$252K 0.15%
4,647
-163
112
$247K 0.15%
1,612
+31
113
$246K 0.15%
4,742
+26
114
$241K 0.14%
492
-645
115
$241K 0.14%
4,120
116
$239K 0.14%
4,016
+223
117
$236K 0.14%
2,957
+21
118
$235K 0.14%
1,831
+2
119
$234K 0.14%
3,324
+19
120
$226K 0.13%
7,040
121
$221K 0.13%
870
+3
122
$220K 0.13%
1,241
123
$217K 0.13%
2,595
+16
124
$216K 0.13%
3,916
125
$212K 0.13%
1,829
+10
2 3 4
5
6