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
$286M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$2.2M
3
+$2.04M
4
GT icon
Goodyear
GT
+$1.32M
5
JCP
J.C. Penney Company, Inc.
JCP
+$1.23M

Top Sells

1
+$27.2M
2
+$9.56M
3
+$2.91M
4
TXT icon
Textron
TXT
+$1.15M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$895K

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 18.16%
3 Communication Services 8.17%
4 Healthcare 7.66%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$832K 0.29%
6,700
-1,300
52
$826K 0.29%
+45,820
53
$817K 0.29%
16,490
+2,700
54
$817K 0.29%
15,950
-300
55
$807K 0.28%
13,230
-11,220
56
$782K 0.27%
132,080
+2,800
57
$778K 0.27%
24,650
+1,790
58
$764K 0.27%
13,700
-460
59
$760K 0.27%
15,295
-5,340
60
$750K 0.26%
12,800
+1,700
61
$728K 0.25%
15,450
+610
62
$706K 0.25%
+8,475
63
$702K 0.25%
10,485
64
$686K 0.24%
10,519
-2,540
65
$683K 0.24%
63,240
+38,360
66
$661K 0.23%
9,226
+3,630
67
$658K 0.23%
19,200
+2,400
68
$656K 0.23%
16,642
69
$652K 0.23%
26,877
-3,443
70
$650K 0.23%
10,100
+4,030
71
$645K 0.23%
5,302
+4
72
$634K 0.22%
+15,500
73
$633K 0.22%
3,245
+800
74
$602K 0.21%
10,280
+4,305
75
$598K 0.21%
5,446
+1,300
1 2
3
4 5