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
$459M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.49M
3
+$3.89M
4
WBA
Walgreens Boots Alliance
WBA
+$3.87M
5
CVX icon
Chevron
CVX
+$3.86M

Top Sells

1
+$27.3M
2
+$16.1M
3
+$7.99M
4
AAPL icon
Apple
AAPL
+$5.6M
5
NVDA icon
NVIDIA
NVDA
+$5.36M

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 17.39%
3 Industrials 13.84%
4 Communication Services 8.65%
5 Materials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
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