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
$438M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$7.69M
3
+$6.67M
4
GNRC icon
Generac Holdings
GNRC
+$6.59M
5
PYPL icon
PayPal
PYPL
+$5.17M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$8.74M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.52M
5
MU icon
Micron Technology
MU
+$8.05M

Sector Composition

1 Technology 21.87%
2 Industrials 13.86%
3 Consumer Discretionary 13.67%
4 Materials 10.48%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.84M 1.11%
46,704
+5,853
27
$4.39M 1%
+68,310
28
$4.13M 0.94%
+47,160
29
$3.86M 0.88%
21,053
+6,016
30
$3.61M 0.82%
+153,300
31
$3.19M 0.73%
92,280
+17,190
32
$3.11M 0.71%
37,578
+7,457
33
$2.99M 0.68%
9,668
-4,655
34
$2.37M 0.54%
23,178
-11,584
35
$2.28M 0.52%
11,403
+2,644
36
$2.28M 0.52%
20,607
-9,050
37
$2.26M 0.52%
+76,546
38
$2.24M 0.51%
30,015
+15,700
39
$2.18M 0.5%
21,832
+208
40
$2.16M 0.49%
28,241
+12,047
41
$2.14M 0.49%
5,898
-270
42
$2.08M 0.48%
6,374
-2,000
43
$1.84M 0.42%
64,369
+7,000
44
$1.77M 0.4%
+4,278
45
$1.59M 0.36%
7,674
-363
46
$1.53M 0.35%
13,983
-750
47
$1.45M 0.33%
13,135
-198
48
$1.42M 0.32%
37,638
+4,588
49
$1.42M 0.32%
16,175
-5,500
50
$1.42M 0.32%
44,679
-23,020
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