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
$240M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$6.54M
3
+$2.11M
4
NOK icon
Nokia
NOK
+$1.96M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.63M

Top Sells

1
+$25.9M
2
+$14.5M
3
+$8.51M
4
AMZN icon
Amazon
AMZN
+$7.44M
5
CX icon
Cemex
CX
+$5.9M

Sector Composition

1 Technology 25.76%
2 Consumer Discretionary 19.71%
3 Healthcare 11.69%
4 Communication Services 9.64%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$677K 0.28%
53,700
+10,000
52
$677K 0.28%
6,440
-1,230
53
$675K 0.28%
16,464
-3,000
54
$652K 0.27%
7,796
+3,313
55
$647K 0.27%
+9,375
56
$623K 0.26%
+24,250
57
$618K 0.26%
23,170
+2,100
58
$608K 0.25%
30,100
-14,410
59
$590K 0.25%
21,123
-45,600
60
$589K 0.25%
9,860
-4,360
61
$586K 0.24%
30,550
-4,650
62
$561K 0.23%
116,000
+40,000
63
$547K 0.23%
17,180
-2,580
64
$529K 0.22%
11,467
-2,325
65
$516K 0.21%
12,679
66
$504K 0.21%
8,302
+3,165
67
$503K 0.21%
+9,835
68
$488K 0.2%
3,495
+1,695
69
$471K 0.2%
+13,000
70
$469K 0.19%
8,467
71
$444K 0.18%
+7,550
72
$439K 0.18%
5,000
73
$439K 0.18%
6,000
74
$434K 0.18%
27,170
+9,340
75
$434K 0.18%
13,153
1 2
3
4 5