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
$290M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.3M
3
+$5.83M
4
DIS icon
Walt Disney
DIS
+$5.81M
5
CX icon
Cemex
CX
+$5.1M

Top Sells

1
+$6.51M
2
+$6.15M
3
+$5.81M
4
TSLA icon
Tesla
TSLA
+$2.2M
5
RBS.PRL.CL
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
+$1.96M

Sector Composition

1 Consumer Discretionary 23.76%
2 Technology 18.62%
3 Industrials 10.61%
4 Communication Services 9.1%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.91%
148,749
+130,550
27
$2.56M 0.88%
10,207
-2,032
28
$1.81M 0.62%
71,581
-726
29
$1.73M 0.59%
66,723
+14,463
30
$1.57M 0.54%
44,250
+3,228
31
$1.51M 0.52%
4,877
-117
32
$1.47M 0.51%
8,029
-260
33
$1.46M 0.5%
29,900
34
$1.42M 0.49%
+35,290
35
$1.38M 0.47%
18,908
+75
36
$1.33M 0.46%
24,346
+4,411
37
$1.28M 0.44%
17,152
+173
38
$1.24M 0.43%
23,070
-220
39
$1.2M 0.41%
61,240
-490
40
$1.2M 0.41%
94,500
-800
41
$1.17M 0.4%
73,940
-3,000
42
$1.09M 0.38%
6,325
+1,490
43
$1.06M 0.37%
27,031
-277
44
$1.05M 0.36%
6,395
+3,800
45
$965K 0.33%
44,510
+240
46
$922K 0.32%
103,391
-15,803
47
$906K 0.31%
+7,670
48
$899K 0.31%
7,278
-720
49
$868K 0.3%
12,668
+7,743
50
$807K 0.28%
5,750
+4,040
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