I

IberiaBank Portfolio holdings

AUM $849M
1-Year Est. Return 10.44%
This Quarter Est. Return
1 Year Est. Return
+10.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$577M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$5.67M
3
+$5.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.89M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.81M

Top Sells

1
+$8.56M
2
+$2.83M
3
+$1.95M
4
WFC icon
Wells Fargo
WFC
+$1.6M
5
ETN icon
Eaton
ETN
+$1.21M

Sector Composition

1 Technology 12.11%
2 Consumer Discretionary 9.47%
3 Healthcare 9.32%
4 Financials 8.62%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$453K 0.08%
9,272
-1,754
177
$452K 0.08%
+3,361
178
$440K 0.08%
9,498
-2,418
179
$433K 0.08%
1,290
-90
180
$428K 0.07%
+4,130
181
$425K 0.07%
6,513
-810
182
$414K 0.07%
3,599
+92
183
$395K 0.07%
+4,511
184
$376K 0.07%
3,933
+193
185
$342K 0.06%
3,300
186
$338K 0.06%
+2,170
187
$337K 0.06%
6,339
+1,094
188
$331K 0.06%
10,117
-21
189
$329K 0.06%
2,872
+277
190
$324K 0.06%
+4,846
191
$315K 0.05%
2,930
+305
192
$315K 0.05%
250
193
$307K 0.05%
10,906
-480
194
$302K 0.05%
+3,612
195
$291K 0.05%
5,549
-3,664
196
$259K 0.04%
3,968
-291
197
$256K 0.04%
5,600
+30
198
$244K 0.04%
5,781
-2,010
199
$240K 0.04%
3,129
-3,263
200
$229K 0.04%
1,462
-88
5 6 7
8
9