IA
IPL Advisers Portfolio holdings
AUM
$158M
This Quarter Return
+9.33%
1 Year Return
+18.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$232M
AUM Growth
+$232M
(-1.4%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-9.07%
Top 10 Holdings %
Top 10 Hldgs %
77.31%
Holding
22
New
4
Increased
4
Reduced
1
Closed
4
Top Buys
| 1 |
Impinj
PI
|
$10.7M |
| 2 |
Amplify Cybersecurity ETF
HACK
|
$10.6M |
| 3 |
Amazon
AMZN
|
$6.96M |
| 4 |
WPX
WPX Energy, Inc.
WPX
|
$4.89M |
| 5 |
Travere Therapeutics
TVTX
|
$4.63M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$25.3M |
| 2 |
Charter Communications
CHTR
|
$16.1M |
| 3 |
ENDP
Endo International plc
ENDP
|
$12.5M |
| 4 |
iShares Biotechnology ETF
IBB
|
$6.1M |
| 5 |
AGN
Allergan plc
AGN
|
$2.41M |
Sector Composition
| 1 | Healthcare | 31.02% |
| 2 | Consumer Discretionary | 19.94% |
| 3 | Communication Services | 14.18% |
| 4 | Materials | 6.81% |
| 5 | Technology | 4.66% |
