IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
-1.13%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$316M
AUM Growth
-$25.8M
(-7.5%)
Cap. Flow
-$19M
Cap. Flow
% of AUM
-6.02%
Top 10 Holdings %
Top 10 Hldgs %
61.36%
Holding
168
New
23
Increased
51
Reduced
41
Closed
35
Top Buys
| 1 |
Arrow Electronics
ARW
|
$5.83M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.04M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.78M |
| 4 |
SPDR Gold Trust
GLD
|
$1.74M |
| 5 |
American Express
AXP
|
$1.66M |
Top Sells
| 1 |
Apple
AAPL
|
$5.1M |
| 2 |
McKesson
MCK
|
$4.85M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$3.73M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$3.11M |
| 5 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$1.88M |
Sector Composition
| 1 | Technology | 22.51% |
| 2 | Consumer Discretionary | 19.17% |
| 3 | Industrials | 14.27% |
| 4 | Communication Services | 12.73% |
| 5 | Financials | 7.49% |
