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
AVNS icon
501
Avanos Medical
AVNS
$1.16B
$495 ﹤0.01%
+20
CECO icon
502
Ceco Environmental
CECO
$3.22B
$494 ﹤0.01%
+6
TAP.A icon
503
Molson Coors Class A
TAP.A
$8.48B
$494 ﹤0.01%
+12
FEIM icon
504
Frequency Electronics
FEIM
$675M
$488 ﹤0.01%
+8
SMCI icon
505
Super Micro Computer
SMCI
$22.3B
$488 ﹤0.01%
+15
SPOT icon
506
Spotify
SPOT
$109B
$485 ﹤0.01%
1
DINO icon
507
HF Sinclair
DINO
$12.4B
$482 ﹤0.01%
7
UTZ icon
508
Utz Brands
UTZ
$662M
$482 ﹤0.01%
+69
ERII icon
509
Energy Recovery
ERII
$452M
$481 ﹤0.01%
+58
SGML icon
510
Sigma Lithium
SGML
$1.7B
$479 ﹤0.01%
+25
UAL icon
511
United Airlines
UAL
$34.4B
$479 ﹤0.01%
5
NGNE icon
512
Neurogene
NGNE
$428M
$477 ﹤0.01%
+15
DOCU
513
DocuSign
DOCU
$9.58B
$474 ﹤0.01%
10
-10
FCX icon
514
Freeport-McMoran
FCX
$92.5B
$472 ﹤0.01%
+7
GRMN icon
515
Garmin
GRMN
$46B
$468 ﹤0.01%
2
-1
NSP icon
516
Insperity
NSP
$1.21B
$462 ﹤0.01%
+16
BBSI icon
517
Barrett Business Services
BBSI
$761M
$457 ﹤0.01%
+16
CLSK icon
518
CleanSpark
CLSK
$4.4B
$457 ﹤0.01%
+34
PONY
519
Pony AI Inc
PONY
$4.05B
$456 ﹤0.01%
+50
CC icon
520
Chemours
CC
$3.32B
$453 ﹤0.01%
+18
EBAY icon
521
eBay
EBAY
$51.2B
$453 ﹤0.01%
+4
MGEE icon
522
MGE Energy Inc
MGEE
$2.87B
$448 ﹤0.01%
+6
MCW
523
DELISTED
Mister Car Wash
MCW
$446 ﹤0.01%
+63
ARM icon
524
Arm
ARM
$342B
$443 ﹤0.01%
+2
VSTS icon
525
Vestis
VSTS
$1.56B
$438 ﹤0.01%
+41