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
$102M
AUM Growth
-$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$392K
3
+$334K
4
PRN icon
Invesco Dorsey Wright Industrials Momentum ETF
PRN
+$324K
5
PFI icon
Invesco Dorsey Wright Financial Momentum ETF
PFI
+$319K

Top Sells

1
+$5.43M
2
+$4.14M
3
+$2.9M
4
XOM icon
Exxon Mobil
XOM
+$2.81M
5
T icon
AT&T
T
+$2.57M

Sector Composition

1 Financials 7.48%
2 Healthcare 7.37%
3 Technology 6.85%
4 Industrials 5.12%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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178
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-7,611
179
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-5,067
180
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181
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-15,611
182
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-27,671
183
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-5,355
184
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-15,200
185
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-63
186
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-809
187
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-5,436
4 5 6 7
8