IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
+0.58%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$275M
AUM Growth
-$17.7M
(-6%)
Cap. Flow
-$19.9M
Cap. Flow
% of AUM
-7.23%
Top 10 Holdings %
Top 10 Hldgs %
45.79%
Holding
176
New
25
Increased
29
Reduced
63
Closed
32
Top Buys
| 1 |
Nokia
NOK
|
$5.49M |
| 2 |
Pediatrix Medical
MD
|
$5.3M |
| 3 |
Fluor
FLR
|
$4.78M |
| 4 |
NVIDIA
NVDA
|
$3.73M |
| 5 |
Carnival Corp
CCL
|
$3.68M |
Top Sells
| 1 |
Flex
FLEX
|
$18.5M |
| 2 |
Embraer
ERJ
|
$7.38M |
| 3 |
CarMax
KMX
|
$5.79M |
| 4 |
Pultegroup
PHM
|
$4.6M |
| 5 |
Meta Platforms (Facebook)
META
|
$3.11M |
Sector Composition
| 1 | Technology | 23.19% |
| 2 | Consumer Discretionary | 20.08% |
| 3 | Industrials | 11.64% |
| 4 | Communication Services | 6.3% |
| 5 | Healthcare | 4.52% |
