IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
-4.25%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$277M
AUM Growth
+$46.7M
(+20%)
Cap. Flow
+$31.9M
Cap. Flow
% of AUM
11.49%
Top 10 Holdings %
Top 10 Hldgs %
60.84%
Holding
125
New
28
Increased
35
Reduced
21
Closed
17
Top Buys
| 1 |
JNPR
Juniper Networks
JNPR
|
$16.5M |
| 2 |
Terex
TEX
|
$9.07M |
| 3 |
Johnson Controls International
JCI
|
$7.04M |
| 4 |
Ross Stores
ROST
|
$6.2M |
| 5 |
eBay
EBAY
|
$5.74M |
Top Sells
| 1 |
Flex
FLEX
|
$6.36M |
| 2 |
HP
HPQ
|
$4.73M |
| 3 |
IBA
Industrias Bachoco SAB De C.V.
IBA
|
$4.32M |
| 4 |
Apple
AAPL
|
$4.24M |
| 5 |
SNDK
SANDISK CORP
SNDK
|
$2.35M |
Sector Composition
| 1 | Technology | 31.42% |
| 2 | Industrials | 27.18% |
| 3 | Consumer Discretionary | 11.68% |
| 4 | Energy | 11.57% |
| 5 | Financials | 1.9% |
