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Poplar Forest Partners Institutional (IPFPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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52.50+0.26 (+0.50%)
At close: 08:00PM EDT

Overall Portfolio Composition (%)

Cash2.93%
Stocks96.13%
Bonds0.94%
Others0.00%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector(s)
IPFPX
Basic Materials
4.02%
Consumer Cyclical
6.00%
Financial Services
23.82%
Real Estate
1.03%
Consumer Defensive
9.29%
Healthcare
15.94%
Utilities
4.04%
Communication Services
5.04%
Energy
10.44%
Industrials
6.77%
Technology
13.62%

Equity Holdings

AverageIPFPXCategory Average
Price/Earnings0.0619.27
Price/Book0.532.64
Price/Sales1.051.87
Price/Cashflow0.1213.6
Median Market Cap41,642.55114,057.18
3 Year Earnings Growth8.6312.58

Bond Holdings

AverageIPFPXCategory Average
MaturityN/A3.96
DurationN/A2.61
Credit QualityN/AN/A

Bond Ratings

Sector(s)IPFPX
US Government1.88%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 Holdings (42.21% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Equitable Holdings IncEQH5.42%
Allstate CorpALL4.70%
Tyson Foods Inc Class ATSN4.34%
National Fuel Gas CoNFG4.15%
Merck & Co IncMRK4.02%
CVS Health CorpCVS3.96%
Cencora IncCOR3.92%
Intel CorpINTC3.92%
International Business Machines CorpIBM3.92%
Dominion Energy IncD3.89%