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
$188M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$16.8M
3 +$15.8M
4
PBR icon
Petrobras
PBR
+$12M
5
AAPL icon
Apple
AAPL
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 30.63%
2 Industrials 19.38%
3 Consumer Discretionary 11.36%
4 Healthcare 8.43%
5 Energy 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$55.1K 0.03%
+1,150
52
$52.6K 0.03%
+11,501
53
$38.4K 0.02%
+1,100
54
$35.2K 0.02%
+144,000
55
$29.3K 0.02%
+25,000