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
$295M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.27M
3
+$6.7M
4
WDC icon
Western Digital
WDC
+$4.37M
5
HPQ icon
HP
HPQ
+$4.33M

Top Sells

1
+$12M
2
+$9.37M
3
+$4.81M
4
NOK icon
Nokia
NOK
+$4.5M
5
GT icon
Goodyear
GT
+$3.36M

Sector Composition

1 Technology 20.46%
2 Consumer Discretionary 17.07%
3 Communication Services 10.8%
4 Industrials 6.95%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 1.21%
+111,805
27
$3.33M 1.13%
20,336
+9,809
28
$3.06M 1.04%
90,039
29
$3.04M 1.03%
12,276
+475
30
$2.43M 0.82%
35,390
31
$2.29M 0.78%
+54,043
32
$2.15M 0.73%
19,276
-6,357
33
$2.11M 0.71%
29,700
-17,880
34
$2.1M 0.71%
52,488
+42,345
35
$2.08M 0.71%
45,720
+22,920
36
$1.77M 0.6%
14,524
-184
37
$1.69M 0.57%
+49,860
38
$1.49M 0.51%
37,318
-1,569
39
$1.3M 0.44%
6,955
+325
40
$1.27M 0.43%
74,985
+6,000
41
$1.19M 0.4%
348,805
-9,000
42
$1.18M 0.4%
+8,610
43
$1.16M 0.39%
22,316
+10,782
44
$1.12M 0.38%
22,164
-94,988
45
$1.07M 0.36%
87,170
+43,563
46
$972K 0.33%
+6,960
47
$946K 0.32%
2,592
48
$944K 0.32%
65,312
+7,441
49
$943K 0.32%
91,440
+9,000
50
$936K 0.32%
+16,590
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