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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
47
7
1
1
2
0
30
2
0
INVESTMENT PARTNERS LTD OH ADV

Time Period2018-06-30

Total Holdings152

Total Value ($x1000)134,643
Activities
New17

Increased54

Unchanged23

Decreased58

Sold Out15

Top 10 Stock Holdingstotal 29.52%
VEA3.88

IWN3.42

CIU3.24

IVV3.05

IWD3.03

 
IWF2.77

EFA2.71

IJH2.53

SDY2.48

MSFT2.41

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEA
3.88%
FTSE DEV MKT ETF
IWN
3.42%
RUS 2000 VAL ETF
CIU
3.24%
INTERM CR BD ETF
IVV
3.05%
CORE S&P500 ETF
IWD
3.03%
RUS 1000 VAL ETF
IWF
2.77%
RUS 1000 GRW ETF
EFA
2.71%
MSCI EAFE ETF
IJH
2.53%
CORE S&P MCP ETF
SDY
2.48%
S&P DIVID ETF
MSFT
2.41%
COM
IWS
2.16%
RUS MDCP VAL ETF
VNQ
2.04%
REIT ETF
FMNB
1.99%
COM
IEMG
1.83%
CORE MSCI EMKT
VWO
1.8%
FTSE EMR MKT ETF
IWO
1.69%
RUS 2000 GRW ETF
JPM
1.51%
COM
JNJ
1.46%
COM
V
1.44%
COM CL A
BA
1.41%
COM
IYE
1.35%
U.S. ENERGY ETF
XLU
1.31%
SBI INT-UTILS
IWP
1.3%
RUS MD CP GR ETF
IVW
1.29%
S&P 500 GRWT ETF
AMLP
1.22%
ALERIAN MLP
PSK
1.22%
WELLS FG PFD ETF
ADP
1.2%
COM
HD
1.18%
COM
IVE
1.12%
S&P 500 VAL ETF
DWDP
1.03%
COM
SPY
0.98%
TR UNIT
DIS
0.96%
COM DISNEY
CSCO
0.91%
COM
VSS
0.83%
FTSE SMCAP ETF
PFE
0.83%
COM
HDV
0.82%
HIGH DIVIDND ETF
XOM
0.8%
COM
BMY
0.8%
COM
BSV
0.77%
SHORT TRM BOND
AAPL
0.77%
COM
IWM
0.77%
RUSSELL 2000 ETF
BRK.B
0.76%
CL B NEW
WMT
0.74%
COM
VZ
0.73%
COM
RWO
0.69%
DJ GLB RL ES ETF
CAT
0.69%
COM
AEP
0.67%
COM
INTC
0.67%
COM
PG
0.67%
COM
KO
0.64%
COM
CSJ
0.6%
1-3 YR CR BD ETF
CVX
0.56%
COM
ABBV
0.53%
COM
T
0.53%
COM
PEP
0.53%
COM
ORCL
0.52%
COM
PDP
0.5%
DWA MOMENTUM
IBM
0.49%
COM
SLV
0.45%
ISHARES
USMV
0.44%
USA MIN VOL ETF
ALL
0.43%
COM
SPLV
0.41%
S&P500 LOW VOL
LLY
0.4%
COM
LMT
0.39%
COM
EMN
0.38%
COM
MRK
0.35%
COM
AMZN
0.34%
COM
DBC
0.34%
UNIT
USB
0.34%
COM NEW
TIF
0.31%
COM
TROW
0.31%
COM
VNQI
0.3%
GLB EX US ETF
MMM
0.3%
COM
ABT
0.3%
COM
MCD
0.29%
COM
STZ
0.29%
CL A
PEBO
0.28%
COM
UTX
0.28%
COM
AMGN
0.28%
COM
UNH
0.27%
COM
TGT
0.27%
COM
MPC
0.26%
COM
LOW
0.26%
COM
TXN
0.25%
COM
USO
0.25%
UNITS
NEE
0.24%
COM
IWR
0.24%
RUS MID-CAP ETF
CINF
0.24%
COM
BDX
0.23%
COM
BAC
0.23%
COM
IDLV
0.23%
S&P INTL LOW
TMO
0.23%
COM
BNDX
0.23%
INTL BD IDX ETF
KEY
0.23%
COM
SHYG
0.22%
0-5YR HI YL CP
RJF
0.22%
COM
MDT
0.22%
SHS
RSP
0.22%
S&P500 EQL WGT
PGR
0.22%
COM
BIIB
0.22%
COM
EMB
0.21%
JP MOR EM MK ETF
AFL
0.21%
COM
BK
0.21%
COM
GSK
0.21%
SPONSORED ADR
PNC
0.21%
COM
ADI
0.2%
COM
VIG
0.2%
DIV APP ETF
DHR
0.2%
COM
ACN
0.2%
SHS CLASS A
ORI
0.2%
COM
PPG
0.19%
COM
WRK
0.19%
COM
PM
0.19%
COM
SLB
0.19%
COM
PTF
0.19%
DWA TECHNOLOGY
VFC
0.19%
COM
PSX
0.19%
COM
IJR
0.19%
CORE S&P SCP ETF
STI
0.19%
COM
NSC
0.19%
COM
PIZ
0.19%
DWA DEV MKTS
EFAV
0.18%
EAFE MIN VOL ETF
HRS
0.18%
COM
JEC
0.18%
COM
ADBE
0.18%
COM
GOOG
0.18%
CAP STK CL C
VONV
0.17%
VNG RUS1000VAL
PRN
0.17%
DWA INDLS MUMT
YUM
0.17%
COM
COST
0.17%
COM
GD
0.17%
COM
CLX
0.17%
COM
CB
0.17%
COM
PFI
0.17%
DWA FINL MUMT
XLE
0.17%
SBI INT-ENERGY
KMB
0.16%
COM
CL
0.16%
COM
SYY
0.16%
COM
IEFA
0.16%
CORE MSCI EAFE
BLK
0.16%
COM
EMR
0.16%
COM
DTE
0.15%
COM
VPL
0.15%
MEGA CAP GRO ETF
TD
0.15%
COM NEW
QCOM
0.15%
COM
PTY
0.14%
COM
F
0.13%
COM PAR $0.01
GE
0.13%
COM
DNP
0.12%
COM
SLCT
0.12%
COM
HBAN
0.12%
COM
PPR
0.06%
SH BEN INT
PDP
0.49%
DWA TECH LDRS
SPLV
0.42%
S&P500 LOW VOL
DBC
0.33%
UNIT BEN INT
ITW
0.29%
COM
PIZ
0.26%
DWA DEVEL MKTS
PTF
0.25%
TECH SECT PORT
RSP
0.24%
GUG S&P500 EQ WT
IDLV
0.24%
INTL DEV LOWVL
IXUS
0.24%
CORE MSCITOTAL
PRN
0.23%
INDL SECT PORT
PFI
0.22%
FINL SECT PORT
WFC
0.2%
COM
VOD
0.19%
SPNSR ADR NO PAR
PEZ
0.19%
CON DISCRE SEC
BP
0.16%
SPONSORED ADR