IIA

IPG Investment Advisors Portfolio holdings

AUM $512M
1-Year Est. Return 20.53%
This Quarter Est. Return
1 Year Est. Return
+20.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.87M
3
+$7.59M
4
NTR icon
Nutrien
NTR
+$6.39M
5
WDC icon
Western Digital
WDC
+$4.44M

Top Sells

1
+$18.5M
2
+$13.8M
3
+$11M
4
MU icon
Micron Technology
MU
+$7.48M
5
PBR icon
Petrobras
PBR
+$6.37M

Sector Composition

1 Technology 21.36%
2 Industrials 17.24%
3 Consumer Discretionary 15.79%
4 Materials 9.04%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.37M 0.95%
69,170
-118,570
27
$4.06M 0.89%
48,756
+25,578
28
$3.49M 0.76%
19,569
-1,484
29
$3.09M 0.67%
7,009
-2,219
30
$2.78M 0.61%
21,776
-56
31
$2.75M 0.6%
30,808
-19,976
32
$2.67M 0.58%
7,217
-29,724
33
$2.6M 0.57%
7,624
-2,044
34
$2.53M 0.55%
+123,546
35
$2.26M 0.49%
37,606
+23,929
36
$2.15M 0.47%
26,540
-11,038
37
$2.15M 0.47%
57,880
+46,570
38
$2.1M 0.46%
19,580
+12,910
39
$2.05M 0.45%
76,546
40
$1.96M 0.43%
29,409
-74,628
41
$1.94M 0.42%
17,587
-3,020
42
$1.87M 0.41%
8,846
-2,557
43
$1.85M 0.4%
12,721
+9,009
44
$1.8M 0.39%
84,023
+45,000
45
$1.78M 0.39%
45,090
+17,033
46
$1.53M 0.33%
24,785
+15,903
47
$1.51M 0.33%
22,723
+14,167
48
$1.42M 0.31%
13,177
-806
49
$1.42M 0.31%
27,642
+20,398
50
$1.32M 0.29%
12,259
-876
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