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
$342M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.54M
3
+$4.52M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.26M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.53M

Top Sells

1
+$32M
2
+$26.7M
3
+$22M
4
GT icon
Goodyear
GT
+$11.9M
5
MGA icon
Magna International
MGA
+$9.25M

Sector Composition

1 Technology 21.19%
2 Consumer Discretionary 19.51%
3 Communication Services 12.61%
4 Industrials 12.15%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-48,500
227
– –
-15,025
228
– –
-7,285
229
– –
-6,039
230
– –
-12,798
6 7 8 9
10