tiprankstipranks
Advertisement

IVRIX Mutual Fund Holdings Information

Holdings Count
79
Total Assets
88.21M
Top 10 Percentage
53.68%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
79 Holdings
79 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Welltower, Inc.
11.76%
$10.33M
$171.71B
52.94%
12 Buy
2 Hold
0 Sell
Strong Buy
Prologis, Inc.
9.89%
$8.69M
$142.60B
40.28%
10 Buy
5 Hold
0 Sell
Moderate Buy
Equinix
9.30%
$8.18M
$100.60B
31.14%
21 Buy
3 Hold
0 Sell
Strong Buy
Simon Property Group
3.79%
$3.33M
$74.17B
40.43%
4 Buy
13 Hold
0 Sell
Hold
Realty Income Corporation
3.62%
$3.18M
$61.27B
16.36%
5 Buy
10 Hold
1 Sell
Hold
Digital Realty Trust
3.36%
$2.95M
$62.19B
-2.30%
18 Buy
6 Hold
0 Sell
Strong Buy
Gaming and Leisure Properties
3.36%
$2.95M
$12.77B
-5.49%
4 Buy
5 Hold
0 Sell
Moderate Buy
Ventas Inc
3.15%
$2.77M
$47.82B
46.05%
13 Buy
4 Hold
0 Sell
Strong Buy
USD_CASH
BlackRock Liquidity Funds
2.87%
$2.53M
Equity Residential
2.57%
$2.26M
$25.87B
2.72%
5 Buy
9 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

97.78%Real Estate2.22%General97.78%Real Estate
Real Estate
97.78%
General
2.22%

Countries Breakdown

96.50%United States96.50%United States
United States
96.50%

Breakdown By Smart Score

28.57%Outperform1023.55%Outperform916.56%Outperform816.18%Neutral76.87%Neutral64.58%Neutral52.83%Neutral40.88%Underperform38
The weighted average smart score of the IVRIX Mutual Fund is 8
10
28.57%
9
23.55%
8
16.56%
7
16.18%
6
6.87%
5
4.58%
4
2.83%
3
0.88%
2
0.00%
1
0.00%

IVRIX Mutual Funds FAQ

What are Mutual Funds IVRIX’s top 3 holdings?
IVRIX’s top 3 holdings are WELL, PLD, EQIX.
    What is Mutual Funds IVRIX’s holdings count?
    Mutual Funds IVRIX’s is holdings 79 different assets.
      What are the total assets of Mutual Funds IVRIX?
      Mutual Funds IVRIX’s total assets are 88.21M.
        What am I Missing?
        Make informed decisions based on Top Analysts' activity
        Know what industry insiders are buying
        Get actionable alerts from top Wall Street Analysts
        Find out before anyone else which stock is going to shoot up
        Get powerful stock screeners & detailed portfolio analysis
        Advertisement