Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
46
7
1
1
2
0
27
2
0
INVESTMENT PARTNERS LTD OH ADV

Time Period2018-03-31

Total Holdings150

Total Value ($x1000)134,252
Activities
New10

Increased62

Unchanged21

Decreased57

Sold Out13

Top 10 Stock Holdingstotal 28.02%
VEA3.66

CIU3.25

IWN3.09

IVV3.02

IWD2.79

 
EFA2.52

IJH2.47

SDY2.46

IWF2.44

MSFT2.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEA
3.66%
FTSE DEV MKT ETF
CIU
3.25%
INTERM CR BD ETF
IWN
3.09%
RUS 2000 VAL ETF
IVV
3.02%
CORE S&P500 ETF
IWD
2.79%
RUS 1000 VAL ETF
EFA
2.52%
MSCI EAFE ETF
IJH
2.47%
CORE S&P MCP ETF
SDY
2.46%
S&P DIVID ETF
IWF
2.44%
RUS 1000 GRW ETF
MSFT
2.32%
COM
IWS
2.06%
RUS MDCP VAL ETF
IEMG
2.03%
CORE MSCI EMKT
VWO
1.81%
FTSE EMR MKT ETF
VNQ
1.8%
REIT ETF
BA
1.74%
COM
FMNB
1.73%
COM
JPM
1.69%
COM
JNJ
1.6%
COM
IWO
1.54%
RUS 2000 GRW ETF
V
1.31%
COM CL A
XLU
1.27%
SBI INT-UTILS
DWDP
1.27%
COM
IVW
1.23%
S&P 500 GRWT ETF
HD
1.23%
COM
IWP
1.22%
RUS MD CP GR ETF
PSK
1.22%
WELLS FG PFD ETF
IVE
1.21%
S&P 500 VAL ETF
IYE
1.2%
U.S. ENERGY ETF
AMLP
1.14%
ALERIAN MLP
ADP
1.11%
COM
CSCO
0.98%
COM
DIS
0.97%
COM DISNEY
BMY
0.96%
COM
SPY
0.91%
TR UNIT
PFE
0.88%
COM
WMT
0.86%
COM
CAT
0.86%
COM
VSS
0.82%
FTSE SMCAP ETF
INTC
0.8%
COM
XOM
0.8%
COM
VZ
0.77%
COM
BRK.B
0.76%
CL B NEW
PG
0.74%
COM
HDV
0.73%
HIGH DIVIDND ETF
KO
0.71%
COM
RWO
0.7%
DJ GLB RL ES ETF
BSV
0.69%
SHORT TRM BOND
AEP
0.68%
COM
AAPL
0.67%
COM
T
0.65%
COM
IWM
0.65%
RUSSELL 2000 ETF
CVX
0.64%
COM
ORCL
0.63%
COM
IBM
0.59%
COM
ABBV
0.56%
COM
ALL
0.53%
COM
CSJ
0.53%
1-3 YR CR BD ETF
PEP
0.53%
COM
PDP
0.49%
DWA TECH LDRS
AMGN
0.48%
COM
LMT
0.47%
COM
SLV
0.46%
ISHARES
LLY
0.43%
COM
USMV
0.43%
USA MIN VOL ETF
SPLV
0.42%
S&P500 LOW VOL
EMN
0.41%
COM
USB
0.41%
COM NEW
MRK
0.37%
COM
BAC
0.35%
COM
DBC
0.33%
UNIT BEN INT
STZ
0.32%
CL A
MMM
0.32%
COM
KEY
0.3%
COM
UTX
0.3%
COM
ABT
0.29%
COM
MCD
0.29%
COM
ITW
0.29%
COM
TROW
0.29%
COM
VNQI
0.28%
GLB EX US ETF
GSK
0.27%
SPONSORED ADR
CINF
0.27%
COM
PEBO
0.26%
COM
PIZ
0.26%
DWA DEVEL MKTS
PNC
0.25%
COM
TGT
0.25%
COM
PTF
0.25%
TECH SECT PORT
UNH
0.25%
COM
SLB
0.24%
COM
RSP
0.24%
GUG S&P500 EQ WT
IDLV
0.24%
INTL DEV LOWVL
ADBE
0.24%
COM
IXUS
0.24%
CORE MSCITOTAL
AMZN
0.24%
COM
NEE
0.24%
COM
TXN
0.24%
COM
KMB
0.24%
COM
LOW
0.24%
COM
RJF
0.24%
COM
TIF
0.23%
COM
WRK
0.23%
COM
PM
0.23%
COM
TMO
0.23%
COM
PRN
0.23%
INDL SECT PORT
ORI
0.23%
COM
PFI
0.22%
FINL SECT PORT
AFL
0.22%
COM
STI
0.22%
COM
BK
0.22%
COM
USO
0.21%
UNITS
BDX
0.21%
COM
PPG
0.21%
COM
HRS
0.2%
COM
BIIB
0.2%
COM
WFC
0.2%
COM
VIG
0.2%
DIV APP ETF
BNDX
0.2%
INTL BD IDX ETF
GD
0.2%
COM
IWR
0.2%
RUS MID-CAP ETF
SHYG
0.2%
0-5YR HI YL CP
ADI
0.19%
COM
VOD
0.19%
SPNSR ADR NO PAR
PEZ
0.19%
CON DISCRE SEC
DHR
0.19%
COM
MDT
0.19%
SHS
YUM
0.19%
COM
ACN
0.19%
SHS CLASS A
EFAV
0.19%
EAFE MIN VOL ETF
EMB
0.18%
JP MOR EM MK ETF
JEC
0.18%
COM
CB
0.18%
COM
IJR
0.18%
CORE S&P SCP ETF
VONV
0.17%
VNG RUS1000VAL
DTE
0.17%
COM
VFC
0.17%
COM
BLK
0.17%
COM
NSC
0.17%
COM
GOOG
0.17%
CAP STK CL C
CLX
0.17%
COM
BP
0.16%
SPONSORED ADR
PSX
0.16%
COM
IEFA
0.16%
CORE MSCI EAFE
EMR
0.15%
COM
GE
0.15%
COM
TD
0.15%
COM NEW
PTY
0.14%
COM
F
0.13%
COM PAR $0.01
HBAN
0.12%
COM
SLCT
0.12%
COM
DNP
0.12%
COM
PPR
0.06%
SH BEN INT
WOR
0.27%
COM
AVGO
0.26%
SHS
PAYX
0.23%
COM
CMP
0.18%
COM
WEC
0.18%
COM
C
0.17%
COM NEW
VPL
0.17%
MEGA CAP GRO ETF
GIS
0.17%
COM
QCOM
0.17%
COM
COST
0.16%
COM
TIP
0.16%
TIPS BD ETF
SYY
0.16%
COM
RWX
0.15%
DJ INTL RL ETF