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
$512M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$17.1M
3
+$7.16M
4
HMC icon
Honda
HMC
+$6.85M
5
MCK icon
McKesson
MCK
+$6.16M

Top Sells

1
+$24M
2
+$11.3M
3
+$8.31M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.91M
5
NUE icon
Nucor
NUE
+$6.02M

Sector Composition

1 Technology 20.34%
2 Consumer Discretionary 17.36%
3 Communication Services 12.1%
4 Industrials 9.05%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.96M 1.16%
110,710
-200
27
$5.67M 1.11%
25,029
+5,294
28
$5.18M 1.01%
28,080
+5,590
29
$5.1M 1%
19,955
-4,963
30
$5.07M 0.99%
+55,380
31
$5M 0.98%
46,132
+3,339
32
$4.72M 0.92%
45,740
-3,300
33
$4.66M 0.91%
203,762
+185,823
34
$4.33M 0.85%
127,109
+55,295
35
$3.53M 0.69%
68,078
+38,070
36
$2.99M 0.58%
19,612
-7,211
37
$2.87M 0.56%
11,826
+7,256
38
$2.75M 0.54%
35,750
+360
39
$2.57M 0.5%
49,220
+22,790
40
$2.47M 0.48%
19,015
+372
41
$2.4M 0.47%
52,953
+468
42
$2.2M 0.43%
9,864
+7,143
43
$2.05M 0.4%
38,480
+854
44
$2.03M 0.4%
+7,989
45
$2.03M 0.4%
12,694
+1,053
46
$1.97M 0.38%
6,050
-827
47
$1.95M 0.38%
49,843
+1,225
48
$1.85M 0.36%
+20,590
49
$1.75M 0.34%
8,239
+556
50
$1.75M 0.34%
53,674
+815
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