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
$108M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 5.21%
2 Consumer Discretionary 4.88%
3 Technology 4.48%
4 Financials 2.39%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAON icon
351
Aaon
AAON
$11.6B
$1.08K ﹤0.01%
+8
ALL icon
352
Allstate
ALL
$54.8B
$1.07K ﹤0.01%
5
-1
AIG icon
353
American International
AIG
$40.9B
$1.06K ﹤0.01%
+14
LAR
354
Lithium Argentina AG
LAR
$1.59B
$1.05K ﹤0.01%
+98
MTD icon
355
Mettler-Toledo International
MTD
$22.3B
$1.04K ﹤0.01%
+1
ETON icon
356
Eton Pharmaceutcials
ETON
$857M
$1.04K ﹤0.01%
+34
PLTR icon
357
Palantir
PLTR
$327B
$1.04K ﹤0.01%
8
+5
BHE icon
358
Benchmark Electronics
BHE
$3.19B
$1.03K ﹤0.01%
+12
TM icon
359
Toyota
TM
$248B
$1.03K ﹤0.01%
5
LAMR icon
360
Lamar Advertising Co
LAMR
$15.6B
$1.03K ﹤0.01%
7
-1
TKO icon
361
TKO Group
TKO
$14.1B
$1.02K ﹤0.01%
5
SEIC icon
362
SEI Investments
SEIC
$10.9B
$1.01K ﹤0.01%
11
-1
AMGN icon
363
Amgen
AMGN
$181B
$1.01K ﹤0.01%
+3
NYT icon
364
New York Times
NYT
$12.1B
$1K ﹤0.01%
13
-1
GEHC icon
365
GE HealthCare
GEHC
$29.2B
$997 ﹤0.01%
14
VST icon
366
Vistra
VST
$55.5B
$997 ﹤0.01%
7
+1
GEN icon
367
Gen Digital
GEN
$14.9B
$990 ﹤0.01%
+43
UNIT
368
Uniti Group
UNIT
$2.74B
$990 ﹤0.01%
+86
SYY icon
369
Sysco
SYY
$36B
$976 ﹤0.01%
14
+1
WFRD icon
370
Weatherford International
WFRD
$7.83B
$976 ﹤0.01%
9
+2
NXT icon
371
Nextpower Inc
NXT
$19.7B
$973 ﹤0.01%
+7
MS icon
372
Morgan Stanley
MS
$318B
$970 ﹤0.01%
5
-95
HUBB icon
373
Hubbell
HUBB
$25.3B
$964 ﹤0.01%
2
CCRN icon
374
Cross Country Healthcare
CCRN
$406M
$958 ﹤0.01%
+73
IDXX icon
375
Idexx Laboratories
IDXX
$44B
$958 ﹤0.01%
+2