IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
+8.56%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$222M
AUM Growth
+$5.18M
(+2.4%)
Cap. Flow
-$5.09M
Cap. Flow
% of AUM
-2.29%
Top 10 Holdings %
Top 10 Hldgs %
52.82%
Holding
142
New
17
Increased
26
Reduced
40
Closed
33
Top Buys
| 1 |
TLRD
Tailored Brands, Inc.
TLRD
|
$9.59M |
| 2 |
Avis
CAR
|
$4.27M |
| 3 |
FedEx
FDX
|
$3.06M |
| 4 |
Western Digital
WDC
|
$2.78M |
| 5 |
Pediatrix Medical
MD
|
$2.7M |
Top Sells
| 1 |
NVR
NVR
|
$9.5M |
| 2 |
ATSG
Air Transport Services Group, Inc.
ATSG
|
$8.6M |
| 3 |
Cigna
CI
|
$4.47M |
| 4 |
Walt Disney
DIS
|
$3.11M |
| 5 |
MW
THE MENS WAREHOUSE INC
MW
|
$2.83M |
Sector Composition
| 1 | Technology | 24.52% |
| 2 | Industrials | 22.95% |
| 3 | Consumer Discretionary | 15.11% |
| 4 | Energy | 8.97% |
| 5 | Communication Services | 5.87% |
