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
$286M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$2.2M
3
+$2.04M
4
GT icon
Goodyear
GT
+$1.32M
5
JCP
J.C. Penney Company, Inc.
JCP
+$1.23M

Top Sells

1
+$27.2M
2
+$9.56M
3
+$2.91M
4
TXT icon
Textron
TXT
+$1.15M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$895K

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 18.16%
3 Communication Services 8.17%
4 Healthcare 7.66%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.73%
37,050
-270
27
$2.06M 0.72%
36,480
+3,640
28
$2.04M 0.71%
+122,198
29
$1.81M 0.63%
17,342
+1,195
30
$1.78M 0.62%
9,559
+20
31
$1.64M 0.57%
61,751
+5,695
32
$1.6M 0.56%
30,527
-9,295
33
$1.59M 0.55%
40,510
+2,290
34
$1.36M 0.47%
20,250
+3,110
35
$1.31M 0.46%
3,912
+2,652
36
$1.28M 0.45%
4,344
37
$1.23M 0.43%
+525,000
38
$1.21M 0.42%
22,461
-400
39
$1.21M 0.42%
152,940
40
$1.16M 0.41%
11,079
+2,356
41
$1.06M 0.37%
84,730
42
$1.04M 0.36%
39,340
+60
43
$997K 0.35%
55,100
-560
44
$992K 0.35%
17,090
+864
45
$953K 0.33%
26,520
-1,625
46
$941K 0.33%
6,937
-2,667
47
$940K 0.33%
32,940
+9,750
48
$902K 0.32%
52,210
+20,860
49
$892K 0.31%
59,940
50
$891K 0.31%
18,039
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