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
126
$244K 0.18%
4,652
-323
127
$235K 0.17%
4,450
128
$232K 0.17%
3,855
-1,228
129
$231K 0.17%
2,948
130
$227K 0.17%
+1,088
131
$226K 0.17%
1,673
+6
132
$226K 0.17%
1,212
+5
133
$224K 0.17%
1,763
+8
134
$224K 0.17%
6,431
-2,040
135
$224K 0.17%
+2,948
136
$220K 0.16%
2,089
-789
137
$214K 0.16%
+3,295
138
$214K 0.16%
+3,133
139
$213K 0.16%
427
+2
140
$213K 0.16%
3,366
+75
141
$209K 0.16%
3,016
+16
142
$208K 0.15%
2,355
-275
143
$206K 0.15%
+2,938
144
$203K 0.15%
3,516
+3
145
$200K 0.15%
+3,566
146
$190K 0.14%
10,854
147
$177K 0.13%
16,004
148
$176K 0.13%
2,694
-410
149
$166K 0.12%
15,370
150
$161K 0.12%
10,900
+12
3 4 5
6
7