IP

Investment Partners Portfolio holdings

AUM $284M
1-Year Est. Return 17.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$639K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$761K
3
+$651K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$512K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$452K

Top Sells

1
+$507K
2
+$437K
3
+$366K
4
AVGO icon
Broadcom
AVGO
+$347K
5
VZ icon
Verizon
VZ
+$316K

Sector Composition

1 Financials 10.09%
2 Technology 7.96%
3 Healthcare 7.12%
4 Industrials 5.03%
5 Consumer Staples 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.19%
1,627
+149
127
$250K 0.19%
3,397
128
$245K 0.18%
2,167
-716
129
$243K 0.18%
+4,975
130
$240K 0.18%
1,755
+188
131
$235K 0.18%
+3,053
132
$234K 0.17%
2,630
-156
133
$234K 0.17%
4,450
+20
134
$233K 0.17%
3,340
+364
135
$230K 0.17%
425
-58
136
$229K 0.17%
1,684
+184
137
$226K 0.17%
4,380
138
$222K 0.17%
1,667
-272
139
$218K 0.16%
5,780
-285
140
$217K 0.16%
3,291
141
$217K 0.16%
2,265
+223
142
$205K 0.15%
+3,000
143
$201K 0.15%
3,104
+303
144
$200K 0.15%
3,513
+3
145
$184K 0.14%
10,854
146
$177K 0.13%
16,004
147
$164K 0.12%
10,888
+11
148
$159K 0.12%
+11,926
149
$158K 0.12%
15,370
+2,000
150
$87K 0.06%
8,355
3 4 5
6
7