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
$240M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$6.54M
3
+$2.11M
4
NOK icon
Nokia
NOK
+$1.96M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.63M

Top Sells

1
+$25.9M
2
+$14.5M
3
+$8.51M
4
AMZN icon
Amazon
AMZN
+$7.44M
5
CX icon
Cemex
CX
+$5.9M

Sector Composition

1 Technology 25.76%
2 Consumer Discretionary 19.71%
3 Healthcare 11.69%
4 Communication Services 9.64%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.84%
68,388
-3,193
27
$1.85M 0.77%
21,588
+4,436
28
$1.71M 0.71%
30,500
+24,000
29
$1.59M 0.66%
47,137
+2,887
30
$1.51M 0.63%
34,210
-1,080
31
$1.51M 0.63%
4,704
-173
32
$1.4M 0.58%
7,053
-976
33
$1.28M 0.53%
31,219
+4,188
34
$1.2M 0.5%
21,120
-1,950
35
$1.19M 0.49%
+32,900
36
$1.19M 0.49%
19,991
-4,355
37
$1.18M 0.49%
15,883
-3,025
38
$1.16M 0.48%
64,940
-9,000
39
$1.14M 0.47%
84,730
-9,770
40
$1.1M 0.46%
57,600
-3,640
41
$991K 0.41%
+61,350
42
$909K 0.38%
18,039
+8,500
43
$908K 0.38%
12,568
-100
44
$894K 0.37%
7,317
+39
45
$850K 0.35%
16,240
+3,900
46
$773K 0.32%
160,360
+72,620
47
$764K 0.32%
26,017
+6,356
48
$751K 0.31%
+432
49
$732K 0.3%
10,410
+75
50
$731K 0.3%
14,840
+200
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