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
$213M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.47M
3
+$2.92M
4
AMX icon
America Movil
AMX
+$2.79M
5
KMX icon
CarMax
KMX
+$2.31M

Top Sells

1
+$7.81M
2
+$7.53M
3
+$2.06M
4
IBA
Industrias Bachoco SAB De C.V.
IBA
+$1.29M
5
GTAT
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
+$444K

Sector Composition

1 Technology 31.3%
2 Industrials 17.35%
3 Energy 11.16%
4 Consumer Discretionary 9.17%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.18%
+4,580
52
$372K 0.17%
+7,041
53
$370K 0.17%
8,600
54
$347K 0.16%
+4,405
55
$345K 0.16%
+6,937
56
$340K 0.16%
1,818
-240
57
$339K 0.16%
+6,260
58
$336K 0.16%
24,290
+9,205
59
$334K 0.16%
+2,660
60
$303K 0.14%
4,300
61
$283K 0.13%
+10,685
62
$280K 0.13%
+5,050
63
$260K 0.12%
52,901
+41,400
64
$234K 0.11%
+6,400
65
$226K 0.11%
10,500
+500
66
$226K 0.11%
+2,424
67
$223K 0.1%
2,000
68
$220K 0.1%
+1,774
69
$211K 0.1%
+4,375
70
$211K 0.1%
+42,000
71
$203K 0.1%
+16,090
72
$201K 0.09%
17,544
+4,159
73
– –
-1,150
74
– –
-326,189
75
– –
-346,175
1 2
3
4