IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
-6.57%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$357M
AUM Growth
-$43.1M
(-11%)
Cap. Flow
-$15.9M
Cap. Flow
% of AUM
-4.45%
Top 10 Holdings %
Top 10 Hldgs %
50.77%
Holding
187
New
26
Increased
41
Reduced
51
Closed
43
Top Buys
| 1 |
Abercrombie & Fitch
ANF
|
$8.14M |
| 2 |
JetBlue
JBLU
|
$6.44M |
| 3 |
Kohl's
KSS
|
$6.26M |
| 4 |
Netflix
NFLX
|
$1.05M |
| 5 |
Amazon
AMZN
|
$1.02M |
Top Sells
| 1 |
BorgWarner
BWA
|
$6.42M |
| 2 |
Advanced Micro Devices
AMD
|
$5.2M |
| 3 |
TSMC
TSM
|
$4.31M |
| 4 |
Magna International
MGA
|
$4.14M |
| 5 |
Goodyear
GT
|
$3.22M |
Sector Composition
| 1 | Technology | 24.31% |
| 2 | Consumer Discretionary | 22.31% |
| 3 | Industrials | 9.67% |
| 4 | Communication Services | 9.12% |
| 5 | Financials | 5.54% |
