IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
+6.71%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$290M
AUM Growth
+$41.5M
(+17%)
Cap. Flow
+$25.9M
Cap. Flow
% of AUM
8.9%
Top 10 Holdings %
Top 10 Hldgs %
47.24%
Holding
168
New
31
Increased
38
Reduced
43
Closed
27
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.66M |
| 2 |
Amazon
AMZN
|
$6.3M |
| 3 |
Goodyear
GT
|
$5.83M |
| 4 |
Walt Disney
DIS
|
$5.81M |
| 5 |
Cemex
CX
|
$5.1M |
Top Sells
| 1 |
Johnson Controls International
JCI
|
$6.51M |
| 2 |
TSMC
TSM
|
$6.15M |
| 3 |
ATSG
Air Transport Services Group, Inc.
ATSG
|
$5.81M |
| 4 |
Tesla
TSLA
|
$2.2M |
| 5 |
RBS.PRL.CL
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
|
$1.96M |
Sector Composition
| 1 | Consumer Discretionary | 23.76% |
| 2 | Technology | 18.62% |
| 3 | Industrials | 10.61% |
| 4 | Communication Services | 9.1% |
| 5 | Healthcare | 6.02% |
