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
$249M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$5.26M
3
+$3.85M
4
META icon
Meta Platforms (Facebook)
META
+$3.39M
5
TLRD
Tailored Brands, Inc.
TLRD
+$2.31M

Top Sells

1
+$5.73M
2
+$1.83M
3
+$1.77M
4
AMZN icon
Amazon
AMZN
+$1.08M
5
EWM icon
iShares MSCI Malaysia ETF
EWM
+$952K

Sector Composition

1 Technology 23.22%
2 Consumer Discretionary 20.3%
3 Industrials 15.52%
4 Healthcare 6.08%
5 Energy 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$681K 0.27%
4,835
+570
52
$659K 0.26%
+1,560
53
$653K 0.26%
12,150
-6,870
54
$627K 0.25%
41,950
+19,050
55
$608K 0.24%
6,654
+17
56
$605K 0.24%
11,240
-540
57
$574K 0.23%
12,640
+840
58
$560K 0.23%
21,070
-2,750
59
$558K 0.22%
4,630
+1,825
60
$549K 0.22%
17,630
-3,246
61
$545K 0.22%
19,132
-312
62
$536K 0.22%
44,500
-1,010
63
$512K 0.21%
+4,800
64
$494K 0.2%
14,652
+185
65
$464K 0.19%
8,567
-200
66
$446K 0.18%
4,000
67
$445K 0.18%
9,539
68
$436K 0.18%
5,000
69
$435K 0.17%
7,850
+73
70
$433K 0.17%
+3,950
71
$416K 0.17%
17,955
+2,855
72
$398K 0.16%
2,595
+145
73
$389K 0.16%
4,600
+2,000
74
$387K 0.16%
6,000
75
$383K 0.15%
8,550
-450
1 2
3
4 5