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
$139M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$345K
2
+$343K
3
+$310K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$308K
5
T icon
AT&T
T
+$298K

Top Sells

1
+$1.02M
2
+$744K
3
+$602K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$432K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$354K

Sector Composition

1 Technology 8.81%
2 Financials 7.26%
3 Healthcare 6.26%
4 Consumer Staples 4.42%
5 Industrials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.18%
10,221
-1,083
127
$248K 0.18%
+3,264
128
$245K 0.18%
1,421
+9
129
$241K 0.17%
842
+2
130
$240K 0.17%
4,440
+60
131
$240K 0.17%
7,098
132
$237K 0.17%
3,579
-392
133
$235K 0.17%
2,861
+17
134
$225K 0.16%
3,188
+14
135
$222K 0.16%
+979
136
$217K 0.16%
1,438
+8
137
$213K 0.15%
+1,601
138
$208K 0.15%
+3,556
139
$206K 0.15%
+439
140
$206K 0.15%
+6,963
141
$206K 0.15%
+1,132
142
$205K 0.15%
2,190
+20
143
$203K 0.15%
+3,631
144
$201K 0.14%
2,174
-147
145
$197K 0.14%
10,854
146
$175K 0.13%
+17,132
147
$166K 0.12%
14,070
148
$159K 0.11%
10,704
-7,399
149
$142K 0.1%
10,298
+11
150
$127K 0.09%
+2,430
3 4 5
6
7