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
$431M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$7.86M
2 +$5.38M
3 +$4.49M
4
TEF
Telefonica
TEF
+$4.13M
5
WDC icon
Western Digital
WDC
+$3.26M

Top Sells

1 +$7.55M
2 +$6.68M
3 +$4.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.97M
5
PBR icon
Petrobras
PBR
+$2.95M

Sector Composition

1 Technology 21.62%
2 Consumer Discretionary 16.69%
3 Communication Services 12.23%
4 Financials 6.08%
5 Materials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-41,000