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Ivy Accumulative B (IATBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 09:00PM EDT
Overall portfolio composition (%)
Cash1.60%
Stocks98.40%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%
Sector weightings (%)
Sector(s)IATBX
Basic materials0.00%
Consumer cyclical13.95%
Financial services10.00%
Property0.00%
Consumer defensive0.00%
Healthcare11.84%
Utilities0.00%
Communication services13.86%
Energy0.00%
Industrials9.66%
Technology40.68%
Equity holdings
AverageIATBXCategory average
Price/Earnings44.934.82
Price/book10.858.34
Price/sales7.784.62
Price/Cash flow31.1623.95
Median market cap72,922.77310,214.47
3-year earnings growth023.61
Bond holdings
AverageIATBXCategory average
MaturityN/A3.63
DurationN/A2.73
Credit qualityN/AN/A
Bond ratings
Sector(s)IATBX
US government0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%
Top 10 holdings (42.42% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Microsoft Corp | MSFT | 7.39% |
| Amazon.com Inc | AMZN | 6.70% |
| Apple Inc | AAPL | 4.07% |
| Mastercard Inc Class A | MA | 3.82% |
| Five9 Inc | FIVN | 3.80% |
| Kornit Digital Ltd | KRNT | 3.78% |
| PayPal Holdings Inc | PYPL | 3.69% |
| Facebook Inc Class A | FB | 3.29% |
| Pinterest Inc | PINS | 2.94% |
| Twilio Inc A | TWLO | 2.94% |
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