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
$553M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.5M
3
+$21.4M
4
CX icon
Cemex
CX
+$16.1M
5
MGA icon
Magna International
MGA
+$15.9M

Top Sells

1
+$345M
2
+$2.69M
3
+$1.99M
4
XOM icon
Exxon Mobil
XOM
+$1.94M
5
GLD icon
SPDR Gold Trust
GLD
+$1.85M

Sector Composition

1 Technology 27.74%
2 Consumer Discretionary 15.26%
3 Communication Services 13.14%
4 Industrials 9.2%
5 Financials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 0.81%
12,639
+84
27
$4.28M 0.77%
10,752
-300
28
$4.28M 0.77%
31,850
-20,030
29
$4.11M 0.74%
105,105
+14,293
30
$3.46M 0.63%
9,638
+5,126
31
$3.4M 0.62%
+39,733
32
$3.23M 0.59%
+137,400
33
$3.22M 0.58%
20,324
+5,702
34
$3.15M 0.57%
+36,755
35
$3M 0.54%
59,182
-4,978
36
$2.96M 0.54%
24,955
-2,740
37
$2.9M 0.52%
+105,240
38
$2.89M 0.52%
65,030
+20,873
39
$2.75M 0.5%
12,677
+5,959
40
$2.73M 0.49%
64,971
+8,147
41
$2.63M 0.48%
+97,778
42
$2.6M 0.47%
13,803
+7,252
43
$2.59M 0.47%
18,361
+16,150
44
$2.49M 0.45%
42,422
+18,958
45
$2.44M 0.44%
6,369
-460
46
$2.19M 0.4%
+23,646
47
$2.19M 0.4%
8,670
+2,901
48
$2.1M 0.38%
12,280
-10,829
49
$2.08M 0.38%
+15,693
50
$2.05M 0.37%
8,068
+43
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