IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
+22.49%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$431M
AUM Growth
+$81M
(+23%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
4.09%
Top 10 Holdings %
Top 10 Hldgs %
47.2%
Holding
201
New
47
Increased
53
Reduced
40
Closed
31
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$7.86M |
| 2 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
$5.45M |
| 3 |
Itaú Unibanco
ITUB
|
$5.32M |
| 4 |
Telefonica
TEF
|
$4.39M |
| 5 |
Western Digital
WDC
|
$4.11M |
Top Sells
| 1 |
Fluor
FLR
|
$8.52M |
| 2 |
SPDR Gold Trust
GLD
|
$6.76M |
| 3 |
Pediatrix Medical
MD
|
$4.26M |
| 4 |
Petrobras
PBR
|
$3.73M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.95M |
Sector Composition
| 1 | Technology | 21.62% |
| 2 | Consumer Discretionary | 16.69% |
| 3 | Communication Services | 12.23% |
| 4 | Financials | 6.08% |
| 5 | Materials | 6.05% |
