IIA

IPG Investment Advisors Portfolio holdings

AUM $561M
1-Year Est. Return 34.48%
This Quarter Est. Return
1 Year Est. Return
+34.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$5.79M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.6M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.12M

Top Sells

1
+$8.34M
2
+$5.82M
3
+$5.49M
4
QCOM icon
Qualcomm
QCOM
+$2.8M
5
WDC icon
Western Digital
WDC
+$2.7M

Sector Composition

1 Technology 25.03%
2 Consumer Discretionary 21.69%
3 Industrials 11.38%
4 Communication Services 6.82%
5 Energy 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
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