IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
+11.15%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$292M
AUM Growth
+$30.5M
(+12%)
Cap. Flow
+$8.44M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
48.02%
Holding
174
New
30
Increased
43
Reduced
47
Closed
23
Top Buys
| 1 |
Flex
FLEX
|
$18.5M |
| 2 |
CarMax
KMX
|
$5.79M |
| 3 |
TLRD
Tailored Brands, Inc.
TLRD
|
$4.93M |
| 4 |
Tesla
TSLA
|
$4.6M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.12M |
Top Sells
| 1 |
Embraer
ERJ
|
$8.34M |
| 2 |
Nokia
NOK
|
$5.82M |
| 3 |
Apple
AAPL
|
$5.49M |
| 4 |
Qualcomm
QCOM
|
$2.8M |
| 5 |
Western Digital
WDC
|
$2.7M |
Sector Composition
| 1 | Technology | 25.03% |
| 2 | Consumer Discretionary | 21.69% |
| 3 | Industrials | 11.38% |
| 4 | Communication Services | 6.82% |
| 5 | Energy | 4.93% |
