IP
Investment Partners Portfolio holdings
AUM
$264M
This Quarter Return
+5.46%
1 Year Return
+16.45%
3 Year Return
+58.99%
5 Year Return
+102.9%
10 Year Return
+189.72%
AUM
$192M
AUM Growth
+$192M
(+0.7%)
Cap. Flow
-$7.45M
Cap. Flow
% of AUM
-3.88%
Top 10 Holdings %
Top 10 Hldgs %
35.63%
Holding
140
New
4
Increased
45
Reduced
68
Closed
12
Top Buys
| 1 |
American Electric Power
AEP
|
$387K |
| 2 |
Lockheed Martin
LMT
|
$303K |
| 3 |
iShares MSCI India ETF
INDA
|
$281K |
| 4 |
Atlassian
TEAM
|
$223K |
| 5 |
Xylem
XYL
|
$214K |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$842K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$544K |
| 3 |
DNP Select Income Fund
DNP
|
$523K |
| 4 |
AbbVie
ABBV
|
$432K |
| 5 |
Archer Daniels Midland
ADM
|
$417K |
Sector Composition
| 1 | Technology | 12.16% |
| 2 | Healthcare | 6.02% |
| 3 | Financials | 4.55% |
| 4 | Consumer Staples | 3.73% |
| 5 | Consumer Discretionary | 2.62% |
