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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
33
5
4
2
3
0
10
1
0
INVESTMENT PARTNERS LTD OH ADV

Time Period2018-09-30

Total Holdings120

Total Value ($x1000)180,089
Activities
New20

Increased69

Unchanged14

Decreased17

Sold Out52

Top 10 Stock Holdingstotal 47.15%
AMLP14.86

EFA5.69

IYE5.49

IWN4.44

IWS3.26

 
IWD3.23

VEA2.83

PSK2.53

SLV2.46

MO2.36

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMLP
14.86%
ALERIAN MLP
EFA
5.69%
MSCI EAFE ETF
IYE
5.49%
U.S. ENERGY ETF
IWN
4.44%
RUS 2000 VAL ETF
IWS
3.26%
RUS MDCP VAL ETF
IWD
3.23%
RUS 1000 VAL ETF
VEA
2.83%
FTSE DEV MKT ETF
PSK
2.53%
WELLS FG PFD ETF
SLV
2.46%
ISHARES
MO
2.36%
COM
VWO
2.29%
FTSE EMR MKT ETF
VNQ
2.08%
REIT ETF
T
2%
COM
IWF
1.86%
RUS 1000 GRW ETF
MSFT
1.78%
COM
IVV
1.78%
CORE S&P500 ETF
IVE
1.75%
S&P 500 VAL ETF
CIU
1.67%
INTERM CR BD ETF
IEMG
1.58%
CORE MSCI EMKT
INTC
1.53%
COM
RWO
1.33%
DJ GLB RL ES ETF
USO
1.26%
UNITS
FMNB
1.15%
COM
ADP
1.07%
COM
KEY
1.05%
COM
VZ
1.03%
COM
IDLV
0.89%
S&P INTL LOW
IJH
0.89%
CORE S&P MCP ETF
IWO
0.83%
RUS 2000 GRW ETF
DWX
0.8%
S&P INTL ETF
F
0.79%
COM PAR $0.01
PDP
0.79%
DWA MOMENTUM
SPLV
0.77%
S&P500 LOW VOL
WMT
0.75%
COM
IWM
0.75%
RUSSELL 2000 ETF
BMY
0.71%
COM
IWP
0.7%
RUS MD CP GR ETF
IVW
0.68%
S&P 500 GRWT ETF
IFV
0.67%
DORSEY WRIGHT
SDY
0.64%
S&P DIVID ETF
AFL
0.62%
COM
TMST
0.52%
COM
ORI
0.49%
COM
XLU
0.49%
SBI INT-UTILS
UTX
0.44%
COM
PFE
0.44%
COM
CSCO
0.43%
COM
HDV
0.39%
HIGH DIVIDND ETF
RJF
0.38%
COM
ABT
0.34%
COM
SHYG
0.33%
0-5YR HI YL CP
JNJ
0.32%
COM
JPM
0.31%
COM
ORCL
0.29%
COM
MFC
0.29%
COM
CINF
0.27%
COM
LLY
0.27%
COM
DBC
0.26%
UNIT
TD
0.25%
COM NEW
AAPL
0.25%
COM
BNDX
0.25%
INTL BD IDX ETF
HD
0.25%
COM
EMN
0.25%
COM
PSCF
0.24%
S&P SMLCP FINL
VSS
0.24%
FTSE SMCAP ETF
PPR
0.23%
SH BEN INT
PPG
0.23%
COM
GE
0.22%
COM
RPV
0.22%
S&P500 PUR VAL
CAT
0.22%
COM
KO
0.22%
COM
XOM
0.22%
COM
CHK
0.22%
COM
MRK
0.21%
COM
SYY
0.2%
COM
BIG
0.19%
COM
MCD
0.19%
COM
IBMI
0.19%
IBONDS SEP2020
OIH
0.19%
OIL SVCS ETF
SPY
0.18%
TR UNIT
PGR
0.18%
COM
IJR
0.18%
CORE S&P SCP ETF
BAH
0.18%
CL A
V
0.18%
COM CL A
MXIM
0.17%
COM
DWDP
0.17%
COM
IXUS
0.17%
CORE MSCITOTAL
TIF
0.17%
COM
EMB
0.16%
JP MOR EM MK ETF
PEP
0.16%
COM
BAC
0.16%
COM
STI
0.16%
COM
BA
0.16%
COM
PTF
0.15%
DWA TECHNOLOGY
PM
0.15%
COM
RSP
0.14%
S&P500 EQL WGT
PEBO
0.14%
COM
USB
0.14%
COM NEW
HAL
0.14%
COM
MDT
0.14%
SHS
PAYX
0.14%
COM
HBAN
0.14%
COM
CSJ
0.13%
1-3 YR CR BD ETF
PRN
0.13%
DWA INDLS MUMT
GSK
0.13%
SPONSORED ADR
IBM
0.13%
COM
FE
0.12%
COM
VIG
0.12%
DIV APP ETF
EXC
0.12%
COM
IWR
0.12%
RUS MID-CAP ETF
GWL
0.12%
S&P WRLD EX US
AEP
0.11%
COM
EFAV
0.11%
EAFE MIN VOL ETF
DNP
0.11%
COM
NLY
0.11%
COM
BSV
0.08%
SHORT TRM BOND
USMV
0.07%
USA MIN VOL ETF
PTY
0.05%
COM
PG
< 0.01%
COM
DIS
< 0.01%
COM DISNEY
BRK.B
0.76%
CL B NEW
CVX
0.56%
COM
ABBV
0.53%
COM
ALL
0.43%
COM
LMT
0.39%
COM
AMZN
0.34%
COM
TROW
0.31%
COM
VNQI
0.3%
GLB EX US ETF
MMM
0.3%
COM
STZ
0.29%
CL A
AMGN
0.28%
COM
UNH
0.27%
COM
TGT
0.27%
COM
MPC
0.26%
COM
LOW
0.26%
COM
TXN
0.25%
COM
NEE
0.24%
COM
BDX
0.23%
COM
TMO
0.23%
COM
BIIB
0.22%
COM
BK
0.21%
COM
PNC
0.21%
COM
ADI
0.2%
COM
DHR
0.2%
COM
ACN
0.2%
SHS CLASS A
SLB
0.19%
COM
WRK
0.19%
COM
VFC
0.19%
COM
PSX
0.19%
COM
NSC
0.19%
COM
PIZ
0.19%
DWA DEV MKTS
HRS
0.18%
COM
ADBE
0.18%
COM
JEC
0.18%
COM
GOOG
0.18%
CAP STK CL C
VONV
0.17%
VNG RUS1000VAL
YUM
0.17%
COM
COST
0.17%
COM
GD
0.17%
COM
CLX
0.17%
COM
XLE
0.17%
SBI INT-ENERGY
CB
0.17%
COM
PFI
0.17%
DWA FINL MUMT
KMB
0.16%
COM
CL
0.16%
COM
BLK
0.16%
COM
IEFA
0.16%
CORE MSCI EAFE
EMR
0.16%
COM
DTE
0.15%
COM
VPL
0.15%
MEGA CAP GRO ETF
QCOM
0.15%
COM
SLCT
0.12%
COM