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
$290M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.3M
3
+$5.83M
4
DIS icon
Walt Disney
DIS
+$5.81M
5
CX icon
Cemex
CX
+$5.1M

Top Sells

1
+$6.51M
2
+$6.15M
3
+$5.81M
4
TSLA icon
Tesla
TSLA
+$2.2M
5
RBS.PRL.CL
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
+$1.96M

Sector Composition

1 Consumer Discretionary 23.76%
2 Technology 18.62%
3 Industrials 10.61%
4 Communication Services 9.1%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$799K 0.28%
14,640
-70
52
$797K 0.27%
14,220
+2,070
53
$793K 0.27%
+17,695
54
$786K 0.27%
19,464
-1,424
55
$743K 0.26%
+17,160
56
$708K 0.24%
+10,335
57
$676K 0.23%
87,740
-880
58
$646K 0.22%
6,759
+105
59
$639K 0.22%
19,760
+2,130
60
$638K 0.22%
35,200
-6,750
61
$592K 0.2%
12,340
-300
62
$582K 0.2%
19,661
+529
63
$559K 0.19%
21,070
64
$542K 0.19%
43,700
-800
65
$525K 0.18%
13,792
-860
66
$523K 0.18%
+12,679
67
$520K 0.18%
4,483
+1,977
68
$491K 0.17%
8,467
-100
69
$482K 0.17%
9,539
70
$482K 0.17%
8,968
-10,170
71
$427K 0.15%
+13,153
72
$410K 0.14%
3,380
-1,250
73
$407K 0.14%
6,000
74
$405K 0.14%
+5,056
75
$403K 0.14%
18,000
-19,225
1 2
3
4 5