IBARX Mutual Fund

IBARX Mutual Fund

NAV$26.89
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Showing the top 10 of 588 holdings · as of Aug 31, 2026
Top 10 weight
30.21%
IBARX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
VONG
Vanguard Russell 1000 Growth ETFFinancials · Banks
4.48%		4.5%670,627$84.76MFinancialsBanks
2
NVDA
Nvidia CorpInfo Tech · Semiconductors
4.36%		8.8%373,577$82.48MInfo TechSemiconductors
Sector and industry · Pro
3
MSFT
Microsoft Corp
3.66%		12.5%136,299$69.14M
4
AGG
Ishares Core U.s. Aggregate
3.21%		15.7%623,124$60.70M
5
AAPL
Apple Inc
3.18%		18.9%189,544$60.06M
6
GOVT
Ishares Tr US Treas Bd ETF
2.86%		21.8%2,412,550$54.14M
7
TSM
Taiwan Semiconductor Manufacturing Co Ltd
2.53%		24.3%114,996$47.76M
8
AMZN
Amazon.com Inc
2.46%		26.7%179,350$46.59M
9
GOOG
Alphabet Inc. C
1.85%		28.6%104,364$35.00M
10
MA
Mastercard Inc
1.62%		30.2%51,939$30.61M
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Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyArtificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsInterest RatesRobotics & AutomationEmerging TechDigital AdvertisingPayments

IBARX Mutual Fund Top Holdings

IBARX holdings top 10 positions. The top 10 holdings account for 30.2% of the fund, led by Vanguard Russell 1000 Growth ETF at 4.5%, Nvidia Corp at 4.4%, Microsoft Corp at 3.7%.

IBARX portfolio concentration is moderate, with the top 10 representing 30.2% of total assets. The largest sector exposure is Financials at 33.4%.

IBARX sectors provide a detailed breakdown. IBARX overlap shows how holdings compare to other funds in your portfolio.