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
$357M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$6.44M
3
+$6.26M
4
NFLX icon
Netflix
NFLX
+$1.05M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$6.42M
2
+$5.2M
3
+$4.31M
4
MGA icon
Magna International
MGA
+$4.14M
5
GT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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