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IPS
Investors Portfolio Services Portfolio holdings
AUM
$131M
This Fund
S&P 500
This Quarter
Est. Return
+0.9%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
99.88%
Top 10 Holdings %
Top 10 Hldgs %
81.71%
Holding
406
New
405
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$27.9M |
| 2 |
SQMX
FT Vest U.S. Equity Quarterly Max Buffer ETF
SQMX
|
+$17.4M |
| 3 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$10.3M |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$8.03M |
| 5 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$7.37M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.65% |
| 2 | Consumer Staples | 3.31% |
| 3 | Financials | 2.32% |
| 4 | Industrials | 1.6% |
| 5 | Consumer Discretionary | 1.55% |
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PCOTEOTHU
Investors Portfolio Services's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Investors Portfolio Services, which disclosed 406 positions worth $111M. Its ten largest holdings account for 82% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 41,231 shares worth $28.1M.
By sector, the portfolio is most concentrated in Technology at 4.7% of assets, followed by Consumer Staples and Financials.
- Investors Portfolio Services's largest Q4 2025 buy was State Street SPDR S&P 500 ETF Trust: 41,231 shares worth $28.1M.
- Investors Portfolio Services's ten largest holdings make up 82% of its $111M portfolio in Q4 2025.
- Investors Portfolio Services disclosed 406 positions in Q4 2025, its first 13F filing on record.
Based on Investors Portfolio Services's 13F filing for Q4 2025, filed 9 Feb 2026.