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
$275M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.47M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.21M
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$2.08M

Top Sells

1
+$8.2M
2
+$6.65M
3
+$5.98M
4
JNPR
Juniper Networks
JNPR
+$3.14M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M

Sector Composition

1 Technology 25.24%
2 Industrials 16.63%
3 Energy 13.04%
4 Consumer Discretionary 11.66%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.39%
35,500
+300
52
$1.08M 0.39%
+4,800
53
$1.05M 0.38%
57,038
+751
54
$1.03M 0.37%
21,221
+1,418
55
$1.03M 0.37%
30,560
56
$1.01M 0.37%
38,260
-1,300
57
$1.01M 0.37%
16,085
+820
58
$978K 0.36%
+38,000
59
$932K 0.34%
+24,900
60
$896K 0.33%
22,730
+1,170
61
$866K 0.31%
37,750
+26,940
62
$853K 0.31%
14,933
-1,750
63
$832K 0.3%
15,545
-2,675
64
$804K 0.29%
37,040
65
$798K 0.29%
23,942
+1,622
66
$794K 0.29%
6,779
-5,500
67
$790K 0.29%
23,400
-1,600
68
$773K 0.28%
31,505
-2,100
69
$741K 0.27%
+20,250
70
$705K 0.26%
+5,730
71
$695K 0.25%
15,480
+400
72
$674K 0.25%
104,825
+9,575
73
$671K 0.24%
4,933
+190
74
$665K 0.24%
20,095
+13,060
75
$656K 0.24%
16,420
+3,860
1 2
3
4 5