IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
+0.11%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$286M
AUM Growth
+$11.8M
(+4.3%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
4.37%
Top 10 Holdings %
Top 10 Hldgs %
45.92%
Holding
161
New
17
Increased
42
Reduced
51
Closed
29
Top Buys
| 1 |
Flex
FLEX
|
$17.5M |
| 2 |
SPDR Gold Trust
GLD
|
$8.87M |
| 3 |
O-I Glass
OI
|
$4.44M |
| 4 |
Goodyear
GT
|
$4.03M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$3.05M |
Top Sells
| 1 |
Western Digital
WDC
|
$10.5M |
| 2 |
NVIDIA
NVDA
|
$4.67M |
| 3 |
Magna International
MGA
|
$3.91M |
| 4 |
Embraer
ERJ
|
$2.94M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.51M |
Sector Composition
| 1 | Technology | 25.14% |
| 2 | Consumer Discretionary | 20.54% |
| 3 | Industrials | 8.73% |
| 4 | Communication Services | 5.65% |
| 5 | Healthcare | 3.81% |
