IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
This Quarter Return
+2.67%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$264M
AUM Growth
+$264M
(+2.8%)
Cap. Flow
+$3.41M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
52.27%
Holding
149
New
27
Increased
42
Reduced
37
Closed
20
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$2.17M |
| 2 |
Petrobras
PBR
|
$1.69M |
| 3 |
Terex
TEX
|
$1.48M |
| 4 |
Valero Energy
VLO
|
$1.4M |
| 5 |
RBS.PRL.CL
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
|
$1.39M |
Top Sells
| 1 |
Kohl's
KSS
|
$4.35M |
| 2 |
Flex
FLEX
|
$2.96M |
| 3 |
Apple
AAPL
|
$2.64M |
| 4 |
BCS.PR.CL
BARCLAYS BANK PLC ADR SER 2 REPSTG PREF SHS SER 2 (UK)
BCS.PR.CL
|
$2.54M |
| 5 |
Corning
GLW
|
$1.46M |
Sector Composition
| 1 | Technology | 24.35% |
| 2 | Industrials | 20.4% |
| 3 | Consumer Discretionary | 15.01% |
| 4 | Healthcare | 9.44% |
| 5 | Energy | 9.1% |
