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IBKR - New Portfolio

IBKR
Individual Investor
Ranked #94,531 out of 822,855 TipRanks' Investors
Success Rate
75%
36 out of 48
profitable transactions
Average Return
34.91%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.40% AVGO
7.13% JEPI
7.02% MAIN
6.64% OMF
4.74% COST
62.07% Others
By Assets
88.81% Stocks
11.19% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
0.00% Options
0.00% Other
By Sector
20.27% Technology
19.95% Financial
18.14% Real Estate
11.19% General
6.31% Consumer Cyclical
6.29% Consumer Defensive
17.86% Other

Portfolio Holdings

Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
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wdsaug
wdsaug
wdsaug
premium
premium
wdsaug
wdsaug
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kpz4b37gc9c
kpz4b37gc9c
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premium
premium
kpz4b37gc9c
kpz4b37gc9c
oy4gj6ayain
oy4gj6ayain
oy4gj6ayain
oy4gj6ayain
premium
premium
oy4gj6ayain
oy4gj6ayain
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i32kmmloym
i32kmmloym
i32kmmloym
premium
premium
i32kmmloym
i32kmmloym
qm5gvd02c9
qm5gvd02c9
qm5gvd02c9
qm5gvd02c9
premium
premium
qm5gvd02c9
qm5gvd02c9
u1qakp6fx5
u1qakp6fx5
u1qakp6fx5
u1qakp6fx5
premium
premium
u1qakp6fx5
u1qakp6fx5
rkz71p
rkz71p
rkz71p
rkz71p
premium
premium
rkz71p
rkz71p
6gerwc0w3gt
6gerwc0w3gt
6gerwc0w3gt
6gerwc0w3gt
premium
premium
6gerwc0w3gt
6gerwc0w3gt
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ubcyif2lxpf
ubcyif2lxpf
premium
premium
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ubcyif2lxpf
dz75510pt
dz75510pt
dz75510pt
dz75510pt
premium
premium
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$247.66
+0.97%
20 Buy
13 Hold
3 Sell
Moderate Buy
premium
premium
▲ 64.78%
$61.64
+1.31%
1 Buy
4 Hold
0 Sell
Hold
premium
premium
▼ 21.37%
$514.05
+0.6%
34 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 91.2%
$30.91
-0.16%
11 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▼ 4.95%
$56.55
+0.98%
1K Buy
564 Hold
50 Sell
Moderate Buy
premium
premium
▲ 4.37%
$56.57
+2.67%
1 Buy
5 Hold
0 Sell
Hold
premium
premium
▲ 33.36%
$52.40
+2.34%
2 Buy
1 Hold
1 Sell
Hold
premium
premium
▼ 34.57%
$243.56
+1.09%
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
premium
▼ 14.15%
$26.63
+0.34%
421 Buy
496 Hold
72 Sell
Moderate Buy
premium
premium
▲ 7.96%
$43.35
+6.33%
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
premium
▼ 44.26%
$36.26
+2.14%
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▲ 11.14%
$73.27
+1.52%
premium
premium
▲ 31.24%
$358.66
+1.17%
16 Buy
2 Hold
2 Sell
Moderate Buy
premium
premium
▼ 27.26%
$343.30
-0.1%
20 Buy
4 Hold
0 Sell
Strong Buy
premium
premium
▲ 49.09%
$147.49
-1.47%
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▼ 5.3%
$524.58
-0.04%
19 Buy
4 Hold
0 Sell
Strong Buy
premium
premium
▼ 0.79%
$53.26
+2.13%
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
premium
▲ 50.29%
$291.73
+0.63%
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▼ 14.25%
$194.46
+1%
6 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 12%
$37.87
+2.46%
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
premium
▲ 42.1%
$167.71
+4.81%
1 Buy
3 Hold
0 Sell
Hold
premium
premium
▲ 2.89%
$220.07
+1.71%
44 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▲ 110.15%
$356.70
+9.88%
27 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▲ 476.54%
$935.56
+0.6%
15 Buy
9 Hold
0 Sell
Moderate Buy
premium
premium
▲ 90.05%
$58.73
+0.81%
4 Buy
11 Hold
0 Sell
Moderate Buy
premium
premium
▼ 2.56%
$185.01
+2.12%
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
premium
▲ 20.8%
$244.15
+3.2%
30 Buy
8 Hold
0 Sell
Strong Buy
premium
premium
▲ 96.85%
$151.94
+2.04%
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▼ 4.06%
$33.25
+4.4%
10 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▼ 16.43%
$190.90
+0.09%
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
premium
▲ 15.19%
$559.24
+0.32%
17 Buy
4 Hold
0 Sell
Strong Buy
premium
premium
▲ 47.08%
$5.14
-0.19%
1 Buy
2 Hold
1 Sell
Hold
premium
premium
▼ 44.96%
$10.34
+1.17%
1 Buy
4 Hold
2 Sell
Hold
premium
premium
▼ 81.34%
$23.76
-3.1%
17 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▼ 45.63%
$27.78
+1.35%
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
premium
▲ 46.48%
$984.66
+5.18%
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
premium
▲ 51.01%
$655.68
+2.16%
17 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 56.7%