IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
This Quarter Return
+2.39%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$217M
AUM Growth
+$217M
(+0.97%)
Cap. Flow
+$3.72M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
50.74%
Holding
150
New
22
Increased
33
Reduced
21
Closed
25
Top Buys
| 1 |
SolarEdge
SEDG
|
$2.41M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.31M |
| 3 |
Apple
AAPL
|
$1.85M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.55M |
| 5 |
GE Aerospace
GE
|
$1.38M |
Top Sells
| 1 |
Cemex
CX
|
$1.64M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.27M |
| 3 |
RBS.PRL.CL
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
|
$1.25M |
| 4 |
SCTY
SolarCity Corporation
SCTY
|
$976K |
| 5 |
Microsoft
MSFT
|
$951K |
Sector Composition
| 1 | Technology | 26.41% |
| 2 | Industrials | 19.65% |
| 3 | Consumer Discretionary | 13.91% |
| 4 | Communication Services | 7.89% |
| 5 | Energy | 7.68% |
