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Ivy Accumulative N (IATNX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:00PM EDT. Market open.
Overall portfolio composition (%)
Cash0.31%
Stocks99.69%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%
Sector weightings (%)
Sector(s)IATNX
Basic materials0.00%
Consumer cyclical12.17%
Financial services11.51%
Property3.59%
Consumer defensive2.68%
Healthcare14.17%
Utilities0.00%
Communication services9.27%
Energy0.00%
Industrials7.79%
Technology38.82%
Equity holdings
AverageIATNXCategory average
Price/Earnings0.0334.82
Price/book0.148.34
Price/sales0.194.62
Price/Cash flow0.0423.95
Median market cap227,926.05310,214.47
3-year earnings growth16.1523.61
Bond holdings
AverageIATNXCategory average
MaturityN/A3.63
DurationN/A2.73
Credit qualityN/AN/A
Bond ratings
Sector(s)IATNX
US government0.00%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A
Top 10 holdings (51.87% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Microsoft Corp | MSFT | 11.68% |
| Alphabet Inc Class A | GOOGL | 5.95% |
| Visa Inc Class A | V | 5.10% |
| Amazon.com Inc | AMZN | 5.04% |
| Apple Inc | AAPL | 4.97% |
| UnitedHealth Group Inc | UNH | 4.27% |
| VeriSign Inc | VRSN | 4.09% |
| NVIDIA Corp | NVDA | 3.64% |
| CoStar Group Inc | CSGP | 3.57% |
| Motorola Solutions Inc | MSI | 3.55% |
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