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
$500M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$7.62M
3
+$4.68M
4
PYPL icon
PayPal
PYPL
+$4.46M
5
NTR icon
Nutrien
NTR
+$3.98M

Top Sells

1
+$10.1M
2
+$7.69M
3
+$6.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.84M
5
WBA
Walgreens Boots Alliance
WBA
+$5.55M

Sector Composition

1 Consumer Discretionary 18.18%
2 Industrials 18.13%
3 Technology 17.57%
4 Communication Services 7.27%
5 Materials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.31M 1.06%
151,695
+77,575
27
$5.28M 1.06%
129,115
-188,105
28
$5.04M 1.01%
64,224
+40,521
29
$4.93M 0.98%
298,360
-1,100
30
$4.66M 0.93%
51,027
-32,650
31
$4.24M 0.85%
17,048
-3,866
32
$4.09M 0.82%
27,329
-2,440
33
$4.01M 0.8%
15,228
-2,001
34
$3.95M 0.79%
20,652
+1,960
35
$3.8M 0.76%
9,268
+769
36
$3.56M 0.71%
72,377
-31,722
37
$3.27M 0.65%
22,212
+654
38
$3.13M 0.63%
79,122
-81,239
39
$3.1M 0.62%
27,980
+8,417
40
$3.02M 0.6%
10,207
+6,193
41
$2.96M 0.59%
60,780
-17,580
42
$2.95M 0.59%
123,546
-3,000
43
$2.95M 0.59%
14,675
+11,000
44
$2.87M 0.57%
68,514
+17,534
45
$2.87M 0.57%
25,180
+12,850
46
$2.8M 0.56%
7,842
+381
47
$2.74M 0.55%
16,112
+3,421
48
$2.46M 0.49%
9,433
+4,642
49
$2.43M 0.49%
7,020
+5,065
50
$2.29M 0.46%
+19,590
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