IIA

IPG Investment Advisors Portfolio holdings

AUM $512M
1-Year Est. Return 20.53%
This Quarter Est. Return
1 Year Est. Return
+20.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$8.36M
2 +$5.07M
3 +$4.32M
4
KSS icon
Kohl's
KSS
+$2.54M
5
GE icon
GE Aerospace
GE
+$1.47M

Top Sells

1 +$9.53M
2 +$7.1M
3 +$4.12M
4
KMX icon
CarMax
KMX
+$3.47M
5
KOF icon
Coca-Cola Femsa
KOF
+$2.92M

Sector Composition

1 Technology 32.01%
2 Energy 15.68%
3 Industrials 13.25%
4 Consumer Discretionary 10.04%
5 Healthcare 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,050
102
-33,483
103
-21,235
104
-4,580
105
-355,298