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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
16
3
2
0
2
0
15
2
3
IBEX WEALTH ADVISORS

Time Period2018-12-31

Total Holdings72

Total Value ($x1000)218,981
Activities
New17

Increased24

Unchanged0

Decreased31

Sold Out34

Top 10 Stock Holdingstotal 43.74%
MINT18.93

VZ4.4

MSFT4.32

UNH2.67

CSCO2.46

 
NEE2.42

V2.41

USMV2.08

TXN2.03

WM2.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MINT
18.93%
ENHAN SHRT MAT
VZ
4.4%
COM
MSFT
4.32%
COM
UNH
2.67%
COM
CSCO
2.46%
COM
NEE
2.42%
COM
V
2.41%
COM CL A
USMV
2.08%
USA MIN VOL ETF
TXN
2.03%
COM
WM
2.02%
COM
JPM
1.93%
COM
HD
1.85%
COM
CWB
1.78%
BRC CNV SECS ETF
VCIT
1.74%
INT-TERM CORP
AAPL
1.7%
COM
LMT
1.66%
COM
T
1.66%
COM
VLO
1.63%
COM
IGV
1.6%
NA TEC-SFTWR ETF
PFF
1.58%
U.S. PFD STK ETF
NVDA
1.54%
COM
CME
1.53%
COM
PNW
1.48%
COM
RTN
1.46%
COM NEW
BRK.B
1.44%
CL B NEW
HON
1.42%
COM
FISV
1.39%
COM
MA
1.35%
CL A
NDAQ
1.26%
COM
LOW
1.15%
COM
CCI
1.14%
COM
PLD
1.13%
COM
OKE
1.03%
COM
VYM
1.02%
HIGH DIV YLD
PGX
0.97%
PFD ETF
IYZ
0.96%
U.S. TELECOM ETF
EPD
0.95%
COM
IBDL
0.95%
DEC 2020 CORP
MMP
0.94%
COM UNIT RP LP
DHR
0.93%
COM
PGR
0.88%
COM
EL
0.82%
CL A
CQP
0.81%
COM UNIT
PFE
0.77%
COM
EA
0.75%
COM
RDS/B
0.73%
SPON ADR B
VIG
0.66%
DIV APP ETF
MPW
0.63%
COM
AIV
0.61%
CL A
FB
0.61%
CL A
VTR
0.6%
COM
DLR
0.56%
COM
SKT
0.52%
COM
MUB
0.5%
NAT AMT FREE BD
GEO
0.48%
COM
ABBV
0.48%
COM
APTS
0.47%
COM
SCHO
0.47%
SHT TM US TRES
NVG
0.42%
COM
SBUX
0.41%
COM
KW
0.39%
COM
JPC
0.37%
COM
CMCSA
0.36%
CL A
PK
0.34%
COM
NEA
0.27%
COM
PMO
0.24%
SH BEN INT
AMLP
0.2%
ALERIAN MLP
FPE
0.18%
PFD SECS INC ETF
ETE
0.16%
COM UT LTD PTN
JPS
0.16%
COM
PGF
0.13%
FINL PFD ETF
NAD
0.13%
COM
ACN
1.86%
SHS CLASS A
UNP
1.59%
COM
SPY
1.52%
TR UNIT
BBY
1.5%
COM
GD
1.43%
COM
ROK
1.33%
COM
EFAV
1.28%
EAFE MIN VOL ETF
MS
1.26%
COM NEW
PNC
1.24%
COM
MTUM
1.19%
MSCI USAMOMFCT
STI
1.07%
COM
RJF
1.07%
COM
EOG
1.05%
COM
COST
1.02%
COM
RSP
1%
S&P500 EQL WGT
CFG
0.96%
COM
INVESCO ...
0.94%
MF CLOSED AND MF OPEN
IJR
0.93%
CORE S&P SCP ETF
VTI
0.79%
TOTAL STK MKT
BABA
0.75%
SPONSORED ADS
SQ
0.74%
CL A
IYY
0.71%
DOW JONES US ETF
WMB
0.68%
COM
BAC
0.55%
COM
NKE
0.52%
CL B
COP
0.42%
COM
FYC
0.41%
SML CP GRW ALP
BAX
0.34%
COM
ON
0.27%
COM
FV
0.26%
DORSEY WRT 5 ETF
SNH
0.25%
SH BEN INT
FAF
0.2%
COM
KIM
0.2%
COM
LPX
0.11%
COM