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
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.71M
3
+$8.24M
4
APTV icon
Aptiv
APTV
+$6.94M
5
JACK icon
Jack in the Box
JACK
+$5.84M

Top Sells

1
+$10.1M
2
+$10.1M
3
+$8.24M
4
SHOP icon
Shopify
SHOP
+$6.57M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.17M

Sector Composition

1 Consumer Discretionary 24.03%
2 Technology 20.73%
3 Communication Services 8.75%
4 Industrials 7.28%
5 Financials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
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