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
BOOT icon
526
Boot Barn
BOOT
$4.98B
$432 ﹤0.01%
+3
BZH icon
527
Beazer Homes USA
BZH
$670M
$429 ﹤0.01%
+18
HCA icon
528
HCA Healthcare
HCA
$87.1B
$429 ﹤0.01%
+1
KBR icon
529
KBR
KBR
$4.25B
$428 ﹤0.01%
+14
SHOO icon
530
Steven Madden
SHOO
$3.12B
$425 ﹤0.01%
+11
CE icon
531
Celanese
CE
$5.74B
$424 ﹤0.01%
+7
ED icon
532
Consolidated Edison
ED
$39.7B
$423 ﹤0.01%
+4
EXPO icon
533
Exponent
EXPO
$2.79B
$423 ﹤0.01%
+8
OKLO
534
Oklo
OKLO
$12B
$422 ﹤0.01%
+6
PNC icon
535
PNC Financial Services
PNC
$88.7B
$421 ﹤0.01%
2
-3
BLSH
536
Bullish
BLSH
$5.26B
$420 ﹤0.01%
+10
CDW icon
537
CDW
CDW
$13.9B
$417 ﹤0.01%
3
HRI icon
538
Herc Holdings
HRI
$4.53B
$415 ﹤0.01%
+3
STAA icon
539
STAAR Surgical
STAA
$1.66B
$413 ﹤0.01%
+14
EXEL icon
540
Exelixis
EXEL
$12.6B
$407 ﹤0.01%
+8
AEM icon
541
Agnico Eagle Mines
AEM
$90.3B
$406 ﹤0.01%
2
-198
COIN icon
542
Coinbase
COIN
$47.4B
$405 ﹤0.01%
+2
RMD icon
543
ResMed
RMD
$30.2B
$405 ﹤0.01%
2
-2
IPI icon
544
Intrepid Potash
IPI
$535M
$404 ﹤0.01%
+9
IBP icon
545
Installed Building Products
IBP
$5.85B
$403 ﹤0.01%
+2
AROC icon
546
Archrock
AROC
$6.56B
$402 ﹤0.01%
+11
ONB icon
547
Old National Bancorp
ONB
$9.37B
$400 ﹤0.01%
+17
FANG icon
548
Diamondback Energy
FANG
$54.9B
$399 ﹤0.01%
+2
FDS icon
549
Factset
FDS
$8.41B
$399 ﹤0.01%
2
WDFC icon
550
WD-40
WDFC
$2.75B
$398 ﹤0.01%
+2