IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
This Quarter Return
+7.1%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$240M
AUM Growth
+$240M
(-17%)
Cap. Flow
-$72.5M
Cap. Flow
% of AUM
-30.15%
Top 10 Holdings %
Top 10 Hldgs %
50.57%
Holding
179
New
38
Increased
41
Reduced
42
Closed
32
Top Buys
| 1 |
Pediatrix Medical
MD
|
$8.48M |
| 2 |
Western Digital
WDC
|
$6.54M |
| 3 |
iShares Global Healthcare ETF
IXJ
|
$2.11M |
| 4 |
Nokia
NOK
|
$1.96M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.63M |
Top Sells
| 1 |
TLRD
Tailored Brands, Inc.
TLRD
|
$25.9M |
| 2 |
Petrobras
PBR
|
$14.5M |
| 3 |
Embraer
ERJ
|
$8.51M |
| 4 |
Amazon
AMZN
|
$7.44M |
| 5 |
Cemex
CX
|
$5.9M |
Sector Composition
| 1 | Technology | 25.76% |
| 2 | Consumer Discretionary | 19.71% |
| 3 | Healthcare | 11.69% |
| 4 | Communication Services | 9.64% |
| 5 | Industrials | 8.4% |