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
$275M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.47M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.21M
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$2.08M

Top Sells

1
+$8.2M
2
+$6.65M
3
+$5.98M
4
JNPR
Juniper Networks
JNPR
+$3.14M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M

Sector Composition

1 Technology 25.24%
2 Industrials 16.63%
3 Energy 13.04%
4 Consumer Discretionary 11.66%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 0.84%
21,655
+2,400
27
$2.21M 0.8%
+21,200
28
$2.15M 0.78%
254,424
+1,610
29
$2.15M 0.78%
77,250
-3,900
30
$2.14M 0.78%
38,065
+32,685
31
$2.06M 0.75%
65,598
32
$1.94M 0.71%
21,400
+15,700
33
$1.88M 0.68%
61,176
-45,060
34
$1.86M 0.68%
94,255
+2,005
35
$1.83M 0.67%
16,055
+12,300
36
$1.72M 0.63%
13,533
+191
37
$1.56M 0.57%
7,601
+565
38
$1.53M 0.56%
9,160
+2,902
39
$1.48M 0.54%
25,831
+7,721
40
$1.46M 0.53%
124,750
+16,600
41
$1.44M 0.52%
54,500
+22,553
42
$1.43M 0.52%
7,200
43
$1.42M 0.52%
+26,496
44
$1.37M 0.5%
11,700
+3,800
45
$1.34M 0.49%
21,450
-535
46
$1.33M 0.48%
30,150
47
$1.3M 0.47%
+30,182
48
$1.28M 0.47%
58,250
-15,000
49
$1.19M 0.43%
259,680
-33,600
50
$1.09M 0.4%
23,010
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