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IPS

Investors Portfolio Services Portfolio holdings

AUM $108M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.65%
2 Consumer Staples 3.31%
3 Financials 2.32%
4 Industrials 1.6%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APP icon
226
Applovin
APP
$170B
$1.87K ﹤0.01%
+3
FITB
227
Fifth Third Bancorp
FITB
$51.7B
$1.87K ﹤0.01%
+40
MCO icon
228
Moody's
MCO
$85.1B
$1.87K ﹤0.01%
+4
CCI icon
229
Crown Castle
CCI
$34.8B
$1.79K ﹤0.01%
+20
AYI icon
230
Acuity Brands
AYI
$9.97B
$1.78K ﹤0.01%
+5
CI icon
231
Cigna
CI
$77.6B
$1.71K ﹤0.01%
+6
EVR icon
232
Evercore
EVR
$12.9B
$1.66K ﹤0.01%
+5
CAH icon
233
Cardinal Health
CAH
$55.2B
$1.64K ﹤0.01%
+8
SOLV icon
234
Solventum
SOLV
$13.3B
$1.64K ﹤0.01%
+21
TEL icon
235
TE Connectivity
TEL
$58.5B
$1.59K ﹤0.01%
+7
JCI icon
236
Johnson Controls International
JCI
$87.1B
$1.56K ﹤0.01%
+13
GWRE icon
237
Guidewire Software
GWRE
$11.3B
$1.55K ﹤0.01%
+8
IBKR icon
238
Interactive Brokers
IBKR
$41.9B
$1.55K ﹤0.01%
+24
CRUS icon
239
Cirrus Logic
CRUS
$7.59B
$1.49K ﹤0.01%
+13
LDOS icon
240
Leidos
LDOS
$13.5B
$1.49K ﹤0.01%
+8
HLT icon
241
Hilton Worldwide
HLT
$76.4B
$1.43K ﹤0.01%
+5
SF
242
Stifel
SF
$11.5B
$1.41K ﹤0.01%
+17
HOOD icon
243
Robinhood
HOOD
$101B
$1.41K ﹤0.01%
+12
DOCU
244
DocuSign
DOCU
$9.39B
$1.38K ﹤0.01%
+20
CBOE icon
245
Cboe Global Markets
CBOE
$28.1B
$1.37K ﹤0.01%
+5
XMTR icon
246
Xometry
XMTR
$5.31B
$1.37K ﹤0.01%
+23
AJG icon
247
Arthur J. Gallagher & Co
AJG
$65B
$1.35K ﹤0.01%
+5
URI icon
248
United Rentals
URI
$68.6B
$1.34K ﹤0.01%
+2
CHRW icon
249
C.H. Robinson
CHRW
$22.8B
$1.34K ﹤0.01%
+8
EXPD icon
250
Expeditors International
EXPD
$22.5B
$1.33K ﹤0.01%
+9