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
$213M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.47M
3
+$2.92M
4
AMX icon
America Movil
AMX
+$2.79M
5
KMX icon
CarMax
KMX
+$2.31M

Top Sells

1
+$7.81M
2
+$7.53M
3
+$2.06M
4
IBA
Industrias Bachoco SAB De C.V.
IBA
+$1.29M
5
GTAT
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
+$444K

Sector Composition

1 Technology 31.3%
2 Industrials 17.35%
3 Energy 11.16%
4 Consumer Discretionary 9.17%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.83%
+97,850
27
$1.63M 0.76%
94,224
+63,200
28
$1.28M 0.6%
26,927
+17,899
29
$1.28M 0.6%
22,450
30
$1.11M 0.52%
930
+215
31
$1.11M 0.52%
+17,928
32
$980K 0.46%
+35,400
33
$965K 0.45%
+28,069
34
$904K 0.42%
71,680
+12,595
35
$872K 0.41%
+43,880
36
$864K 0.4%
+8,800
37
$816K 0.38%
37,940
+9,350
38
$754K 0.35%
8,575
-1,970
39
$674K 0.32%
+13,370
40
$665K 0.31%
23,769
-8,712
41
$589K 0.28%
14,380
42
$586K 0.27%
22,690
43
$531K 0.25%
94,930
+72,550
44
$522K 0.24%
+33,483
45
$509K 0.24%
+10,175
46
$483K 0.23%
+5,970
47
$481K 0.23%
+16,705
48
$443K 0.21%
+11,458
49
$412K 0.19%
+8,710
50
$409K 0.19%
10,000
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2
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