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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
18
5
1
0
2
0
19
2
4
IBEX WEALTH ADVISORS

Time Period2019-03-31

Total Holdings98

Total Value ($x1000)285,302
Activities
New36

Increased46

Unchanged0

Decreased16

Sold Out10

Top 10 Stock Holdingstotal 26.08%
MINT4.11

MSFT3.57

VZ3.28

CSCO2.44

NEE2.2

 
HD2.19

USMV2.12

JPM2.08

V2.07

TXN2.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MINT
4.11%
ENHAN SHRT MAT
MSFT
3.57%
COM
VZ
3.28%
COM
CSCO
2.44%
COM
NEE
2.2%
COM
HD
2.19%
COM
USMV
2.12%
USA MIN VOL ETF
JPM
2.08%
COM
V
2.07%
COM CL A
TXN
2.02%
COM
T
2.01%
COM
NVDA
1.96%
COM
AAPL
1.79%
COM
MA
1.68%
CL A
CWB
1.56%
BRC CNV SECS ETF
LMT
1.53%
COM
CMCSA
1.5%
CL A
VCIT
1.49%
INT-TERM CORP
SH
1.49%
SHORT S&P 500 NE
VLO
1.48%
COM
OKE
1.48%
COM
PFF
1.35%
U.S. PFD STK ETF
IHF
1.34%
US HLTHCR PR ETF
UNH
1.33%
COM
PNW
1.32%
COM
DHR
1.32%
COM
LOW
1.3%
COM
EEM
1.17%
MSCI EMG MKT ETF
CCI
1.14%
COM
PLD
1.09%
COM
FISV
1.04%
COM
RDS/B
1.03%
SPON ADR B
CELG
1.02%
COM
RTN
1.01%
COM NEW
NDAQ
1%
COM
EPD
0.97%
COM
DSL
0.95%
COM
TGT
0.95%
COM
BHK
0.94%
SHS BEN INT
PGR
0.94%
COM
CCE
0.94%
SHS
VTR
0.94%
COM
GLW
0.91%
COM
MPW
0.9%
COM
VYM
0.89%
HIGH DIV YLD
DWDP
0.89%
COM
KMI
0.88%
COM
CQP
0.87%
COM UNIT
DLR
0.87%
COM
MMP
0.86%
COM UNIT RP LP
AIV
0.86%
CL A
FYC
0.85%
SML CP GRW ALP
ABBV
0.82%
COM
JPC
0.82%
COM
BABA
0.8%
SPONSORED ADS
KW
0.77%
COM
NEA
0.77%
COM
PK
0.76%
COM
BRK.B
0.75%
CL B NEW
AMGN
0.75%
COM
EW
0.74%
COM
SKT
0.73%
COM
IYY
0.72%
DOW JONES US ETF
APTS
0.7%
COM
IBDL
0.7%
DEC 2020 CORP
KYN
0.69%
COM
RQI
0.69%
COM
PGX
0.66%
PFD ETF
GWPH
0.63%
ADS
LLY
0.62%
COM
EXC
0.6%
COM
SBUX
0.57%
COM
COP
0.56%
COM
ZTS
0.56%
CL A
NKE
0.56%
CL B
PFE
0.56%
COM
ETE
0.55%
COM UT LTD PTN
UTG
0.54%
COM SH BEN INT
NAD
0.54%
COM
EXG
0.53%
COM
CGC
0.52%
COM
CIEN
0.49%
COM NEW
MUB
0.47%
NAT AMT FREE BD
VIG
0.46%
DIV APP ETF
AMLP
0.41%
ALERIAN MLP
SCHO
0.4%
SHT TM US TRES
NFJ
0.38%
COM
BBN
0.35%
SHS
WMB
0.32%
COM
NUV
0.3%
COM
NVG
0.26%
COM
VKQ
0.23%
COM
PFG
0.21%
COM
FPE
0.15%
PFD SECS INC ETF
JPS
0.14%
COM
JPG
0.13%
COM
PMO
0.11%
SH BEN INT
PGF
0.11%
FINL PFD ETF
WM
2.02%
COM
IGV
1.6%
NA TEC-SFTWR ETF
CME
1.53%
COM
HON
1.42%
COM
IYZ
0.96%
U.S. TELECOM ETF
EL
0.82%
CL A
EA
0.75%
COM
AIV
0.61%
CL A
FB
0.61%
CL A
GEO
0.48%
COM