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
$310M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$9.78M
3
+$4.78M
4
OI icon
O-I Glass
OI
+$4.61M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.43M

Top Sells

1
+$10.7M
2
+$9.21M
3
+$7.87M
4
MD icon
Pediatrix Medical
MD
+$4.92M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.86M

Sector Composition

1 Technology 24.63%
2 Consumer Discretionary 19.16%
3 Industrials 13.54%
4 Communication Services 6.66%
5 Energy 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
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