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
$431M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$5.45M
3
+$5.32M
4
TEF icon
Telefonica
TEF
+$4.39M
5
WDC icon
Western Digital
WDC
+$4.11M

Top Sells

1
+$8.52M
2
+$6.76M
3
+$4.26M
4
PBR icon
Petrobras
PBR
+$3.73M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.95M

Sector Composition

1 Technology 21.62%
2 Consumer Discretionary 16.69%
3 Communication Services 12.23%
4 Financials 6.08%
5 Materials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
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