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
$83M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$860K
2
+$483K
3
+$301K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$279K
5
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$244K

Top Sells

1
+$2.77M
2
+$1.44M
3
+$511K
4
PG icon
Procter & Gamble
PG
+$383K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$203K

Sector Composition

1 Healthcare 7.47%
2 Technology 7.18%
3 Financials 7.02%
4 Industrials 5.21%
5 Consumer Staples 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-200
152
– –
-2,191
153
– –
-1,579
154
– –
-286
3 4 5 6
7