IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
+10.97%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$316M
AUM Growth
+$29.3M
(+10%)
Cap. Flow
-$1.75M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
150
New
18
Increased
37
Reduced
55
Closed
17
Top Buys
| 1 |
Fluor
FLR
|
$4.12M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$3.57M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$3.19M |
| 4 |
O-I Glass
OI
|
$3.19M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$2.42M |
Top Sells
| 1 |
Flex
FLEX
|
$8.78M |
| 2 |
Tesla
TSLA
|
$5.46M |
| 3 |
SPDR Gold Trust
GLD
|
$4.17M |
| 4 |
VanEck Gold Miners ETF
GDX
|
$2.91M |
| 5 |
Qualcomm
QCOM
|
$2.69M |
Sector Composition
| 1 | Technology | 23.42% |
| 2 | Consumer Discretionary | 22.04% |
| 3 | Industrials | 8.95% |
| 4 | Communication Services | 6.62% |
| 5 | Healthcare | 4.17% |
