We are live on ! Find out more
IP

Investment Partners Portfolio holdings

AUM $281M
1-Year Est. Return 20.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$735K
3
+$717K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$605K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$357K

Top Sells

1
+$1.47M
2
+$1.28M
3
+$1.23M
4
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$963K
5
ABBV icon
AbbVie
ABBV
+$603K

Sector Composition

1 Technology 9.18%
2 Financials 7.2%
3 Healthcare 5.83%
4 Consumer Staples 4.75%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,963
152
– –
-10,298
153
– –
-4,925
154
– –
-3,264
155
– –
-2,216
156
– –
-8,295
3 4 5 6
7