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
$222M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$4.27M
3
+$3.06M
4
WDC icon
Western Digital
WDC
+$2.78M
5
MD icon
Pediatrix Medical
MD
+$2.7M

Top Sells

1
+$9.5M
2
+$8.6M
3
+$4.47M
4
DIS icon
Walt Disney
DIS
+$3.11M
5
MW
THE MENS WAREHOUSE INC
MW
+$2.83M

Sector Composition

1 Technology 24.52%
2 Industrials 22.95%
3 Consumer Discretionary 15.11%
4 Energy 8.97%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1%
85,246
+5,440
27
$2.16M 0.97%
+85,800
28
$1.97M 0.89%
12,940
-26
29
$1.89M 0.85%
+280,212
30
$1.86M 0.84%
+70,450
31
$1.82M 0.82%
49,367
-1,225
32
$1.58M 0.71%
53,240
+13,940
33
$1.56M 0.7%
35,635
-7,601
34
$1.39M 0.62%
36,340
-3,480
35
$1.37M 0.62%
32,732
-14,101
36
$1.3M 0.58%
95,876
-27,681
37
$1.28M 0.58%
+58,250
38
$1.27M 0.57%
731
-5,481
39
$1.25M 0.56%
127,641
+76,291
40
$1.23M 0.55%
266,960
-252,400
41
$1.16M 0.52%
5,655
-388
42
$1.16M 0.52%
55,425
-39,180
43
$945K 0.43%
+55,515
44
$912K 0.41%
48,970
-1,150
45
$904K 0.41%
28,774
+1,534
46
$854K 0.38%
+31,055
47
$837K 0.38%
14,021
-8,030
48
$829K 0.37%
5,844
-999
49
$800K 0.36%
14,905
+195
50
$794K 0.36%
24,552
-2,698
1
2
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