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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
45
7
3
1
1
0
30
2
0
INVESTMENT PARTNERS LTD OH ADV

Time Period2017-12-31

Total Holdings153

Total Value ($x1000)134,891
Activities
New34

Increased79

Unchanged19

Decreased21

Sold Out2

Top 10 Stock Holdingstotal 26.3%
IVV3.06

VEA3.05

IWN2.78

CIU2.72

IWD2.55

 
IJH2.54

SDY2.53

IWF2.48

MSFT2.32

EFA2.27

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
3.06%
CORE S&P500 ETF
VEA
3.05%
FTSE DEV MKT ETF
IWN
2.78%
RUS 2000 VAL ETF
CIU
2.72%
INTERM CR BD ETF
IWD
2.55%
RUS 1000 VAL ETF
IJH
2.54%
CORE S&P MCP ETF
SDY
2.53%
S&P DIVID ETF
IWF
2.48%
RUS 1000 GRW ETF
MSFT
2.32%
COM
EFA
2.27%
MSCI EAFE ETF
VNQ
2.13%
REIT ETF
JNJ
1.98%
COM
VWO
1.84%
FTSE EMR MKT ETF
FMNB
1.84%
COM
IWS
1.8%
RUS MDCP VAL ETF
IEMG
1.68%
CORE MSCI EMKT
BA
1.59%
COM
JPM
1.45%
COM
DWDP
1.44%
COM
HD
1.39%
COM
IWO
1.37%
RUS 2000 GRW ETF
XLU
1.32%
SBI INT-UTILS
AMLP
1.31%
ALERIAN MLP
IVE
1.31%
S&P 500 VAL ETF
IVW
1.27%
S&P 500 GRWT ETF
V
1.24%
COM CL A
PSK
1.23%
WELLS FG PFD ETF
ADP
1.15%
COM
VZ
1.11%
COM
KO
1.09%
COM
IWP
1.09%
RUS MD CP GR ETF
DIS
1.09%
COM DISNEY
SPY
0.94%
TR UNIT
BMY
0.92%
COM
PFE
0.91%
COM
CSCO
0.89%
COM
CAT
0.87%
COM
PG
0.86%
COM
WMT
0.84%
COM
HDV
0.79%
HIGH DIVIDND ETF
XOM
0.79%
COM
BRK.B
0.78%
CL B NEW
IYE
0.76%
U.S. ENERGY ETF
AEP
0.76%
COM
AAPL
0.74%
COM
T
0.73%
COM
CVX
0.7%
COM
INTC
0.69%
COM
RWO
0.67%
DJ GLB RL ES ETF
IWM
0.65%
RUSSELL 2000 ETF
ORCL
0.64%
COM
VSS
0.64%
FTSE SMCAP ETF
MRK
0.62%
COM
PDP
0.59%
DWA TECH LDRS
ALL
0.59%
COM
PEP
0.58%
COM
IBM
0.58%
COM
SPLV
0.51%
S&P500 LOW VOL
HRS
0.51%
COM
SLV
0.49%
ISHARES
AMGN
0.48%
COM
LMT
0.48%
COM
LLY
0.47%
COM
USMV
0.43%
USA MIN VOL ETF
ABBV
0.42%
COM
USB
0.42%
COM NEW
BAC
0.38%
COM
EMN
0.37%
COM
BSV
0.36%
SHORT TRM BOND
BNDX
0.35%
INTL BD IDX ETF
ITW
0.35%
COM
MMM
0.34%
COM
DBC
0.32%
UNIT BEN INT
CSJ
0.32%
1-3 YR CR BD ETF
STZ
0.32%
CL A
MCD
0.31%
COM
UTX
0.31%
COM
KEY
0.31%
COM
TROW
0.29%
COM
PIZ
0.29%
DWA DEVEL MKTS
SHYG
0.28%
0-5YR HI YL CP
CINF
0.27%
COM
WOR
0.27%
COM
IDLV
0.27%
INTL DEV LOWVL
BDX
0.27%
COM
IWR
0.26%
RUS MID-CAP ETF
AVGO
0.26%
SHS
KMB
0.26%
COM
ABT
0.26%
COM
SLB
0.25%
COM
EMB
0.25%
JP MOR EM MK ETF
TIF
0.25%
COM
RSP
0.25%
GUG S&P500 EQ WT
GSK
0.25%
SPONSORED ADR
LOW
0.24%
COM
PEBO
0.24%
COM
IXUS
0.24%
CORE MSCITOTAL
PNC
0.24%
COM
TXN
0.24%
COM
BIIB
0.24%
COM
BK
0.23%
COM
PAYX
0.23%
COM
PRN
0.23%
INDL SECT PORT
PTF
0.23%
TECH SECT PORT
VOD
0.23%
SPNSR ADR NO PAR
ORI
0.23%
COM
GD
0.22%
COM
PFI
0.22%
FINL SECT PORT
NEE
0.22%
COM
PPG
0.22%
COM
CLX
0.21%
COM
TMO
0.21%
COM
VNQI
0.21%
GLB EX US ETF
VIG
0.2%
DIV APP ETF
PEZ
0.2%
CON DISCRE SEC
USO
0.2%
UNITS
AFL
0.2%
COM
ADBE
0.19%
COM
DTE
0.19%
COM
MDT
0.19%
SHS
WFC
0.19%
COM
CMP
0.18%
COM
EFAV
0.18%
EAFE MIN VOL ETF
BLK
0.18%
COM
DHR
0.18%
COM
WEC
0.18%
COM
YUM
0.18%
COM
VONV
0.18%
VNG RUS1000VAL
C
0.17%
COM NEW
GE
0.17%
COM
BP
0.17%
SPONSORED ADR
GOOG
0.17%
CAP STK CL C
CB
0.17%
COM
VPL
0.17%
MEGA CAP GRO ETF
GIS
0.17%
COM
ADI
0.17%
COM
ACN
0.17%
SHS CLASS A
PM
0.17%
COM
QCOM
0.17%
COM
COST
0.16%
COM
IEFA
0.16%
CORE MSCI EAFE
NSC
0.16%
COM
TIP
0.16%
TIPS BD ETF
SYY
0.16%
COM
VFC
0.15%
COM
PSX
0.15%
COM
TD
0.15%
COM NEW
RWX
0.15%
DJ INTL RL ETF
F
0.15%
COM PAR $0.01
PTY
0.13%
COM
HBAN
0.12%
COM
DNP
0.11%
COM
PPR
0.06%
SH BEN INT
PTH
0.25%
HLTHCR SEC POR
Q
0.21%
COM