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
$523M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$21M
3
+$11.5M
4
MGA icon
Magna International
MGA
+$10.3M
5
WDC icon
Western Digital
WDC
+$8.95M

Top Sells

1
+$21.4M
2
+$7.31M
3
+$6.9M
4
HPE icon
Hewlett Packard
HPE
+$6.13M
5
MBB icon
iShares MBS ETF
MBB
+$4.77M

Sector Composition

1 Technology 27.36%
2 Consumer Discretionary 22.32%
3 Communication Services 9.35%
4 Industrials 8.16%
5 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 0.7%
31,689
+17,886
27
$3.25M 0.62%
8,941
-1,811
28
$3.11M 0.59%
8,703
-935
29
$2.99M 0.57%
79,710
+57,710
30
$2.74M 0.52%
15,146
+2,866
31
$2.71M 0.52%
24,896
-59
32
$2.54M 0.49%
33,228
-48,114
33
$2.49M 0.48%
29,860
-9,873
34
$2.48M 0.47%
27,127
-25,460
35
$2.45M 0.47%
23,640
-6
36
$2.45M 0.47%
17,968
-2,356
37
$2.26M 0.43%
+21,039
38
$2.2M 0.42%
10,378
+2,310
39
$2.17M 0.41%
15,520
+3,900
40
$2.14M 0.41%
60,103
-4,868
41
$2.1M 0.4%
3,640
+2,997
42
$2.08M 0.4%
23,775
+10,975
43
$2.02M 0.39%
14,711
-3,650
44
$1.98M 0.38%
16,343
+650
45
$1.96M 0.37%
10,319
+1,649
46
$1.8M 0.35%
5,469
-900
47
$1.77M 0.34%
30,500
+5,500
48
$1.76M 0.34%
42,702
-22,328
49
$1.73M 0.33%
47,973
-57,267
50
$1.69M 0.32%
13,583
-600
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