IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
This Quarter Return
+4.89%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$275M
AUM Growth
+$275M
(+4.4%)
Cap. Flow
+$4.86M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
52.12%
Holding
150
New
21
Increased
52
Reduced
25
Closed
20
Top Buys
| 1 |
Micron Technology
MU
|
$8.09M |
| 2 |
Petrobras
PBR
|
$3.47M |
| 3 |
BCS.PR.CL
BARCLAYS BANK PLC ADR SER 2 REPSTG PREF SHS SER 2 (UK)
BCS.PR.CL
|
$2.51M |
| 4 |
Skyworks Solutions
SWKS
|
$2.21M |
| 5 |
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
|
$2.08M |
Top Sells
| 1 |
ATSG
Air Transport Services Group, Inc.
ATSG
|
$8.2M |
| 2 |
CarMax
KMX
|
$6.65M |
| 3 |
eBay
EBAY
|
$5.98M |
| 4 |
JNPR
Juniper Networks
JNPR
|
$3.14M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$1.39M |
Sector Composition
| 1 | Technology | 25.24% |
| 2 | Industrials | 16.63% |
| 3 | Energy | 13.04% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Healthcare | 10.19% |
