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
$307M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$13.8M
3
+$10.4M
4
CX icon
Cemex
CX
+$8.32M
5
AAPL icon
Apple
AAPL
+$3.81M

Top Sells

1
+$6.53M
2
+$6.07M
3
+$4.25M
4
TSLA icon
Tesla
TSLA
+$2.89M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.09M

Sector Composition

1 Technology 28.08%
2 Industrials 15.61%
3 Consumer Discretionary 13.19%
4 Healthcare 8.2%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$854K 0.28%
3,560
+2,650
52
$844K 0.27%
13,059
+5,263
53
$816K 0.27%
30,320
+4,303
54
$802K 0.26%
6,615
+175
55
$769K 0.25%
152,940
-7,420
56
$765K 0.25%
14,840
57
$756K 0.25%
13,790
-16,710
58
$749K 0.24%
129,280
+13,280
59
$733K 0.24%
+16,250
60
$731K 0.24%
10,485
+75
61
$731K 0.24%
14,160
-2,080
62
$717K 0.23%
22,860
+5,680
63
$689K 0.22%
220,000
+210,000
64
$688K 0.22%
23,190
+10,050
65
$668K 0.22%
52,100
-1,600
66
$654K 0.21%
11,100
+1,240
67
$646K 0.21%
+5,298
68
$637K 0.21%
+31,350
69
$633K 0.21%
10,433
+4,020
70
$605K 0.2%
16,642
+178
71
$580K 0.19%
4,807
-2,510
72
$543K 0.18%
68,781
+18,097
73
$530K 0.17%
9,157
+1,854
74
$512K 0.17%
9,771
+1,469
75
$512K 0.17%
27,050
-3,050
1 2
3
4 5