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
$188M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$16.8M
3
+$15.8M
4
PBR icon
Petrobras
PBR
+$12M
5
AAPL icon
Apple
AAPL
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.63%
2 Industrials 19.38%
3 Consumer Discretionary 11.36%
4 Healthcare 8.43%
5 Energy 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.68%
+22,450
27
$926K 0.49%
+10,545
28
$907K 0.48%
+32,481
29
$831K 0.44%
+715
30
$786K 0.42%
+59,085
31
$589K 0.31%
+22,690
32
$552K 0.29%
+28,590
33
$538K 0.29%
+14,380
34
$483K 0.26%
+31,024
35
$470K 0.25%
+9,028
36
$449K 0.24%
+44,413
37
$444K 0.24%
+51,800
38
$401K 0.21%
+10,000
39
$380K 0.2%
+2,058
40
$363K 0.19%
+8,600
41
$304K 0.16%
+4,300
42
$296K 0.16%
+7,303
43
$238K 0.13%
+2,000
44
$230K 0.12%
+15,085
45
$206K 0.11%
+6,292
46
$202K 0.11%
+8,624
47
$195K 0.1%
+10,000
48
$158K 0.08%
+13,385
49
$133K 0.07%
+16,177
50
$125K 0.07%
+22,380
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