IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
+3.13%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$307M
AUM Growth
+$66.5M
(+28%)
Cap. Flow
+$66.4M
Cap. Flow
% of AUM
21.65%
Top 10 Holdings %
Top 10 Hldgs %
52.92%
Holding
181
New
34
Increased
58
Reduced
30
Closed
34
Top Buys
| 1 |
Embraer
ERJ
|
$27.2M |
| 2 |
Petrobras
PBR
|
$13.8M |
| 3 |
Western Digital
WDC
|
$10.4M |
| 4 |
Cemex
CX
|
$8.32M |
| 5 |
Apple
AAPL
|
$3.81M |
Top Sells
| 1 |
Pediatrix Medical
MD
|
$6.53M |
| 2 |
Walt Disney
DIS
|
$6.07M |
| 3 |
TLRD
Tailored Brands, Inc.
TLRD
|
$4.25M |
| 4 |
Tesla
TSLA
|
$2.89M |
| 5 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$2.09M |
Sector Composition
| 1 | Technology | 28.08% |
| 2 | Industrials | 15.61% |
| 3 | Consumer Discretionary | 13.19% |
| 4 | Healthcare | 8.2% |
| 5 | Communication Services | 6% |
