IIA

IPG Investment Advisors Portfolio holdings

AUM $570M
1-Year Est. Return 31.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$12.9M
3
+$10M
4
CX icon
Cemex
CX
+$9.41M
5
AAPL icon
Apple
AAPL
+$3.91M

Top Sells

1
+$6.43M
2
+$6.42M
3
+$4.25M
4
TSLA icon
Tesla
TSLA
+$3.59M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.09M

Sector Composition

1 Technology 28.08%
2 Industrials 15.61%
3 Consumer Discretionary 13.19%
4 Healthcare 8.2%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
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