IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
+6.76%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$553M
AUM Growth
+$236M
(+75%)
Cap. Flow
-$118M
Cap. Flow
% of AUM
-21.41%
Top 10 Holdings %
Top 10 Hldgs %
47.72%
Holding
240
New
107
Increased
41
Reduced
40
Closed
34
Top Buys
| 1 |
Micron Technology
MU
|
$30M |
| 2 |
Western Digital
WDC
|
$29.5M |
| 3 |
Telefonica
TEF
|
$21.4M |
| 4 |
Cemex
CX
|
$16.1M |
| 5 |
Magna International
MGA
|
$15.9M |
Top Sells
| 1 |
Apple
AAPL
|
$345M |
| 2 |
Arrow Electronics
ARW
|
$2.69M |
| 3 |
Dell
DELL
|
$1.99M |
| 4 |
Exxon Mobil
XOM
|
$1.94M |
| 5 |
SPDR Gold Trust
GLD
|
$1.85M |
Sector Composition
| 1 | Technology | 27.74% |
| 2 | Consumer Discretionary | 15.26% |
| 3 | Communication Services | 12.55% |
| 4 | Industrials | 9.2% |
| 5 | Financials | 6.02% |
