IIA
IPG Investment Advisors Portfolio holdings
AUM
$512M
1-Year Return
20.53%
This Quarter Return
+15.78%
1 Year Return
+20.53%
3 Year Return
+83.72%
5 Year Return
+151.74%
10 Year Return
+306.23%
AUM
$512M
AUM Growth
+$81.3M
(+19%)
Cap. Flow
+$27.3M
Cap. Flow
% of AUM
5.33%
Top 10 Holdings %
Top 10 Hldgs %
43.36%
Holding
221
New
51
Increased
68
Reduced
52
Closed
31
Top Buys
| 1 |
Telefonica
TEF
|
$17.1M |
| 2 |
Embraer
ERJ
|
$17.1M |
| 3 |
O-I Glass
OI
|
$7.16M |
| 4 |
Honda
HMC
|
$6.85M |
| 5 |
McKesson
MCK
|
$6.16M |
Top Sells
| 1 |
PARA
Paramount Global Class B
PARA
|
$24M |
| 2 |
Magna International
MGA
|
$11.3M |
| 3 |
Cemex
CX
|
$8.31M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$6.91M |
| 5 |
Nucor
NUE
|
$6.02M |
Sector Composition
| 1 | Technology | 20.34% |
| 2 | Consumer Discretionary | 17.36% |
| 3 | Communication Services | 12.1% |
| 4 | Industrials | 9.05% |
| 5 | Financials | 4.82% |
