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
$459M
AUM Growth
+$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$9.46M
3
+$7.96M
4
APTV icon
Aptiv
APTV
+$6.73M
5
JACK icon
Jack in the Box
JACK
+$6.3M

Top Sells

1
+$9.7M
2
+$9.04M
3
+$7.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.08M
5
SHOP icon
Shopify
SHOP
+$5.66M

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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