IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
+1.69%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$310M
AUM Growth
+$23.5M
(+8.2%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
4.86%
Top 10 Holdings %
Top 10 Hldgs %
52.84%
Holding
192
New
34
Increased
53
Reduced
40
Closed
26
Top Buys
| 1 |
Embraer
ERJ
|
$24.2M |
| 2 |
Western Digital
WDC
|
$9.78M |
| 3 |
Goodyear
GT
|
$4.78M |
| 4 |
O-I Glass
OI
|
$4.61M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$2.43M |
Top Sells
| 1 |
SYNT
Syntel Inc
SYNT
|
$10.7M |
| 2 |
Apple
AAPL
|
$9.21M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$7.87M |
| 4 |
Pediatrix Medical
MD
|
$4.92M |
| 5 |
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% |
