IBEX WEALTH ADVISORS

IBEX WEALTH ADVISORS runs IBEX WEALTH ADVISORS and currently holds 201 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.07B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. IBEX WEALTH ADVISORS ranks #262 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, IBEX WEALTH ADVISORS's portfolio at IBEX WEALTH ADVISORS has delivered returns of +20.27%. Their 3-year annualized return is +100.46%. Looking at the 5-year horizon, IBEX WEALTH ADVISORS has achieved +106.81% annualized returns at IBEX WEALTH ADVISORS.