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
$292M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$5.79M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.6M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.12M

Top Sells

1
+$8.34M
2
+$5.82M
3
+$5.49M
4
QCOM icon
Qualcomm
QCOM
+$2.8M
5
WDC icon
Western Digital
WDC
+$2.7M

Sector Composition

1 Technology 25.03%
2 Consumer Discretionary 21.69%
3 Industrials 11.38%
4 Communication Services 6.82%
5 Energy 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.87%
70,930
-40,410
27
$2.38M 0.81%
40,504
+36,047
28
$2.23M 0.76%
51,931
+1,485
29
$2.21M 0.75%
36,120
30
$2.21M 0.75%
40,910
+36,910
31
$2.1M 0.72%
10,437
+60
32
$2.01M 0.69%
15,875
-7,637
33
$1.98M 0.68%
11,013
-9,870
34
$1.78M 0.61%
+870,000
35
$1.77M 0.61%
26,795
+11,990
36
$1.77M 0.61%
16,632
+392
37
$1.65M 0.57%
28,439
38
$1.52M 0.52%
24,505
-4,200
39
$1.47M 0.5%
53,297
-8,385
40
$1.47M 0.5%
13,782
41
$1.22M 0.42%
11,026
-320
42
$1.22M 0.42%
4,064
43
$1.21M 0.41%
14,388
-28,393
44
$1.14M 0.39%
19,400
+100
45
$978K 0.33%
78,855
-400
46
$945K 0.32%
+21,350
47
$884K 0.3%
+155,000
48
$877K 0.3%
8,665
+75
49
$865K 0.3%
6,384
-250
50
$849K 0.29%
4,420
+250
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