IIA

IPG Investment Advisors Portfolio holdings

AUM $570M
1-Year Est. Return 31.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.75M
3
+$7.13M
4
NTR icon
Nutrien
NTR
+$6.88M
5
WDC icon
Western Digital
WDC
+$4.3M

Top Sells

1
+$16.6M
2
+$10.8M
3
+$10M
4
MU icon
Micron Technology
MU
+$7.62M
5
PBR icon
Petrobras
PBR
+$5.31M

Sector Composition

1 Technology 21.36%
2 Industrials 17.24%
3 Consumer Discretionary 15.79%
4 Materials 9.04%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
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