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
$307M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$13.8M
3
+$10.4M
4
CX icon
Cemex
CX
+$8.32M
5
AAPL icon
Apple
AAPL
+$3.81M

Top Sells

1
+$6.53M
2
+$6.07M
3
+$4.25M
4
TSLA icon
Tesla
TSLA
+$2.89M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.09M

Sector Composition

1 Technology 28.08%
2 Industrials 15.61%
3 Consumer Discretionary 13.19%
4 Healthcare 8.2%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.68%
37,320
-200
27
$2.08M 0.68%
39,822
+8,603
28
$1.9M 0.62%
9,539
+2,486
29
$1.72M 0.56%
10,728
-7,137
30
$1.7M 0.56%
+32,840
31
$1.69M 0.55%
+16,147
32
$1.55M 0.5%
56,056
+34,933
33
$1.48M 0.48%
24,450
+16,900
34
$1.47M 0.48%
4,344
-360
35
$1.42M 0.46%
+9,604
36
$1.28M 0.42%
22,861
+2,870
37
$1.16M 0.38%
17,140
+1,257
38
$1.15M 0.37%
19,480
-1,640
39
$1.13M 0.37%
38,220
+7,670
40
$1.12M 0.37%
84,730
41
$1.07M 0.35%
20,635
+9,168
42
$1.03M 0.34%
39,280
+16,110
43
$1.02M 0.33%
28,145
-18,992
44
$1.01M 0.33%
59,940
-5,000
45
$924K 0.3%
+16,226
46
$895K 0.29%
+46,800
47
$893K 0.29%
18,039
48
$892K 0.29%
+8,000
49
$876K 0.29%
8,723
-60,400
50
$872K 0.28%
55,660
-1,940
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