IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
This Quarter Return
+1.22%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$242M
AUM Growth
+$242M
(+9.1%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
8.24%
Top 10 Holdings %
Top 10 Hldgs %
47.06%
Holding
128
New
19
Increased
46
Reduced
25
Closed
10
Top Buys
| 1 |
Apple
AAPL
|
$2.43M |
| 2 |
Booking.com
BKNG
|
$2.3M |
| 3 |
TLRD
Tailored Brands, Inc.
TLRD
|
$1.76M |
| 4 |
Embraer
ERJ
|
$1.7M |
| 5 |
Lennar Class A
LEN
|
$1.66M |
Top Sells
| 1 |
Flex
FLEX
|
$6.3M |
| 2 |
Avis
CAR
|
$4.58M |
| 3 |
FedEx
FDX
|
$1.76M |
| 4 |
GE Aerospace
GE
|
$1.28M |
| 5 |
Petrobras
PBR
|
$1.22M |
Sector Composition
| 1 | Technology | 21.06% |
| 2 | Industrials | 17.79% |
| 3 | Consumer Discretionary | 16.52% |
| 4 | Energy | 10.05% |
| 5 | Communication Services | 5.5% |
