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
$459M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.49M
3
+$3.89M
4
WBA
Walgreens Boots Alliance
WBA
+$3.87M
5
CVX icon
Chevron
CVX
+$3.86M

Top Sells

1
+$27.3M
2
+$16.1M
3
+$7.99M
4
AAPL icon
Apple
AAPL
+$5.6M
5
NVDA icon
NVIDIA
NVDA
+$5.36M

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 17.39%
3 Industrials 13.84%
4 Communication Services 8.65%
5 Materials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.41M 1.18%
35,854
-20,551
27
$5.3M 1.16%
33,590
+24,460
28
$5.07M 1.11%
74,105
+7,110
29
$4.66M 1.02%
30,605
+23,296
30
$4.59M 1%
302,010
+3,650
31
$4.46M 0.97%
27,364
+35
32
$4.2M 0.92%
20,426
-226
33
$4.18M 0.91%
10,486
+9,750
34
$3.83M 0.83%
77,761
+5,384
35
$3.48M 0.76%
11,533
-3,695
36
$3.46M 0.75%
24,346
+2,134
37
$3.19M 0.7%
25,298
+118
38
$3.17M 0.69%
7,128
-2,140
39
$3.14M 0.69%
15,694
-418
40
$3.09M 0.67%
17,559
+511
41
$2.95M 0.64%
7,008
-834
42
$2.61M 0.57%
+45,185
43
$2.53M 0.55%
26,817
-7,440
44
$2.41M 0.53%
33,327
-30,897
45
$2.3M 0.5%
21,111
-6,869
46
$2.28M 0.5%
37,460
-23,320
47
$2.23M 0.49%
+35,570
48
$2.14M 0.47%
5,130
+1,800
49
$2.1M 0.46%
2,869
+146
50
$1.97M 0.43%
+226,126
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