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
$275M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$5.3M
3
+$4.78M
4
NVDA icon
NVIDIA
NVDA
+$3.73M
5
CCL icon
Carnival Corp
CCL
+$3.68M

Top Sells

1
+$18.5M
2
+$7.38M
3
+$5.79M
4
PHM icon
Pultegroup
PHM
+$4.6M
5
META icon
Meta Platforms (Facebook)
META
+$3.11M

Sector Composition

1 Technology 23.19%
2 Consumer Discretionary 20.08%
3 Industrials 11.64%
4 Communication Services 6.3%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
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