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
$357M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$6.44M
3
+$6.26M
4
NFLX icon
Netflix
NFLX
+$1.05M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$6.42M
2
+$5.2M
3
+$4.31M
4
MGA icon
Magna International
MGA
+$4.14M
5
GT icon
Goodyear
GT
+$3.22M

Sector Composition

1 Technology 24.31%
2 Consumer Discretionary 22.31%
3 Industrials 9.67%
4 Communication Services 9.12%
5 Financials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 0.89%
11,867
+1,177
27
$3.18M 0.89%
40,275
+11,500
28
$2.73M 0.77%
28,992
-8,058
29
$2.72M 0.76%
37,767
+6,174
30
$2.64M 0.74%
87,369
+22,022
31
$2.63M 0.74%
86,595
-130
32
$2.38M 0.67%
15,410
+10
33
$2.37M 0.66%
8,074
+1,250
34
$2.31M 0.65%
28,502
-1,542
35
$2.27M 0.64%
45,108
-45,682
36
$2.05M 0.57%
25,030
+1,390
37
$2.02M 0.57%
21,039
38
$1.79M 0.5%
20,765
+5,965
39
$1.72M 0.48%
6,058
+285
40
$1.62M 0.46%
61,263
+1,305
41
$1.58M 0.44%
15,433
-282
42
$1.58M 0.44%
10,981
+552
43
$1.49M 0.42%
44,638
+7,158
44
$1.46M 0.41%
5,309
+2,420
45
$1.4M 0.39%
13,333
-250
46
$1.36M 0.38%
16,954
-960
47
$1.25M 0.35%
16,550
48
$1.2M 0.34%
12,521
+421
49
$1.18M 0.33%
36,622
+11,000
50
$1.16M 0.33%
10,260
+575
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