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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
37
6
1
1
0
0
25
1
0
INVESTMENT PARTNERS LTD OH ADV

Time Period2018-12-31

Total Holdings130

Total Value ($x1000)118,503
Activities
New39

Increased35

Unchanged13

Decreased43

Sold Out29

Top 10 Stock Holdingstotal 29.32%
VEA3.87

IVV3.21

IWD3.1

CIU3.04

IWN2.95

 
IWF2.8

EFA2.76

MSFT2.76

SDY2.64

IJH2.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEA
3.87%
FTSE DEV MKT ETF
IVV
3.21%
CORE S&P500 ETF
IWD
3.1%
RUS 1000 VAL ETF
CIU
3.04%
INTERM CR BD ETF
IWN
2.95%
RUS 2000 VAL ETF
IWF
2.8%
RUS 1000 GRW ETF
EFA
2.76%
MSCI EAFE ETF
MSFT
2.76%
COM
SDY
2.64%
S&P DIVID ETF
IJH
2.19%
CORE S&P MCP ETF
IWS
2.12%
RUS MDCP VAL ETF
IEMG
1.99%
CORE MSCI EMKT
JPM
1.76%
COM
VWO
1.72%
FTSE EMR MKT ETF
XLU
1.67%
SBI INT-UTILS
V
1.6%
COM CL A
VNQ
1.59%
REIT ETF
IWO
1.59%
RUS 2000 GRW ETF
BA
1.52%
COM
IWP
1.32%
RUS MD CP GR ETF
IVW
1.31%
S&P 500 GRWT ETF
PSK
1.26%
WELLS FG PFD ETF
ITOT
1.25%
CORE S&P TTL STK
PFE
1.22%
COM
AMLP
1.2%
ALERIAN MLP
HD
1.18%
COM
VZ
1.16%
COM
IVE
1.16%
S&P 500 VAL ETF
IEFA
1.15%
CORE MSCI EAFE
DIS
1.14%
COM DISNEY
IYE
1.14%
U.S. ENERGY ETF
CSJ
1.11%
1-3 YR CR BD ETF
CSCO
1.04%
COM
JNJ
1.04%
COM
SPY
1.02%
TR UNIT
HDV
1%
HIGH DIVIDND ETF
BSV
0.95%
SHORT TRM BOND
ADP
0.95%
COM
DWDP
0.92%
COM
WMT
0.91%
COM
PG
0.9%
COM
BRK.B
0.88%
CL B NEW
AEP
0.85%
COM
BMY
0.84%
COM
KO
0.81%
COM
VSS
0.81%
FTSE SMCAP ETF
XOM
0.8%
COM
AAPL
0.75%
COM
INTC
0.71%
COM
CAT
0.69%
COM
RWO
0.63%
DJ GLB RL ES ETF
LLY
0.62%
COM
PEP
0.61%
COM
ORCL
0.6%
COM
CVX
0.59%
COM
ABBV
0.58%
COM
T
0.58%
COM
IWM
0.56%
RUSSELL 2000 ETF
MRK
0.5%
COM
PDP
0.49%
DWA MOMENTUM
USMV
0.49%
USA MIN VOL ETF
SLV
0.49%
ISHARES
TIP
0.44%
TIPS BD ETF
ALL
0.44%
COM
LMT
0.43%
COM
SPLV
0.41%
S&P500 LOW VOL
IBM
0.41%
COM
ABT
0.4%
COM
NEE
0.39%
COM
MCD
0.39%
COM
AMZN
0.35%
COM
MMM
0.34%
COM
ENB
0.33%
COM
AMGN
0.33%
COM
VNQI
0.32%
GLB EX US ETF
DBC
0.32%
UNIT
CINF
0.32%
COM
CL
0.29%
COM
BNDX
0.28%
INTL BD IDX ETF
LOW
0.28%
COM
TMO
0.28%
COM
BIIB
0.28%
COM
UTX
0.28%
COM
UNH
0.27%
COM
MDT
0.27%
SHS
SHYG
0.27%
0-5YR HI YL CP
AFL
0.26%
COM
USB
0.26%
COM NEW
BDX
0.25%
COM
IWR
0.25%
RUS MID-CAP ETF
TXN
0.24%
COM
PGR
0.23%
COM
YUM
0.23%
COM
ORI
0.23%
COM
RSP
0.23%
S&P500 EQL WGT
GSK
0.23%
SPONSORED ADR
VIG
0.23%
DIV APP ETF
DHR
0.22%
COM
PEBO
0.22%
COM
CLX
0.22%
COM
PPG
0.22%
COM
ADI
0.22%
COM
TIF
0.22%
COM
NSC
0.22%
COM
BAC
0.21%
COM
EMB
0.2%
JP MOR EM MK ETF
KMB
0.2%
COM
PTF
0.2%
DWA TECHNOLOGY
KEY
0.2%
COM
EFAV
0.2%
EAFE MIN VOL ETF
ACN
0.2%
SHS CLASS A
DTE
0.2%
COM
HRS
0.2%
COM
FMNB
0.19%
COM
CB
0.19%
COM
VFC
0.19%
COM
GOOG
0.19%
CAP STK CL C
ADBE
0.19%
COM
COST
0.19%
COM
VONV
0.19%
VNG RUS1000VAL
IDLV
0.18%
S&P INTL LOW
USO
0.18%
UNITS
PRN
0.17%
DWA INDLS MUMT
WEC
0.17%
COM
DEO
0.17%
SPON ADR NEW
XLV
0.17%
SBI HEALTHCARE
PTY
0.14%
COM
DNP
0.12%
COM
F
0.1%
COM PAR $0.01
PPR
0.06%
SH BEN INT
MO
2.36%
COM
DWX
0.8%
S&P INTL ETF
IFV
0.67%
DORSEY WRIGHT
TMST
0.52%
COM
RJF
0.38%
COM
MFC
0.29%
COM
TD
0.25%
COM NEW
EMN
0.25%
COM
PSCF
0.24%
S&P SMLCP FINL
GE
0.22%
COM
RPV
0.22%
S&P500 PUR VAL
CHK
0.22%
COM
SYY
0.2%
COM
BIG
0.19%
COM
IBMI
0.19%
IBONDS SEP2020
OIH
0.19%
OIL SVCS ETF
IJR
0.18%
CORE S&P SCP ETF
BAH
0.18%
CL A
MXIM
0.17%
COM
IXUS
0.17%
CORE MSCITOTAL
STI
0.16%
COM
PM
0.15%
COM
HAL
0.14%
COM
PAYX
0.14%
COM
HBAN
0.14%
COM
FE
0.12%
COM
EXC
0.12%
COM
GWL
0.12%
S&P WRLD EX US
NLY
0.11%
COM