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
$295M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.27M
3
+$6.7M
4
WDC icon
Western Digital
WDC
+$4.37M
5
HPQ icon
HP
HPQ
+$4.33M

Top Sells

1
+$12M
2
+$9.37M
3
+$4.81M
4
NOK icon
Nokia
NOK
+$4.5M
5
GT icon
Goodyear
GT
+$3.36M

Sector Composition

1 Technology 20.46%
2 Consumer Discretionary 17.07%
3 Communication Services 10.8%
4 Industrials 6.95%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$935K 0.32%
54,951
-1,000
52
$934K 0.32%
+1,926
53
$928K 0.31%
4,697
+3,070
54
$925K 0.31%
20,679
-2,728
55
$910K 0.31%
14,010
-1,155
56
$896K 0.3%
23,400
57
$896K 0.3%
+21,950
58
$881K 0.3%
12,460
-6,360
59
$866K 0.29%
8,499
-2,003
60
$839K 0.28%
24,216
61
$813K 0.28%
6,978
-1,312
62
$721K 0.24%
16,816
+575
63
$696K 0.24%
2,246
+21
64
$674K 0.23%
7,170
-8,256
65
$606K 0.21%
+10,680
66
$589K 0.2%
+12,200
67
$587K 0.2%
22,918
+14,862
68
$577K 0.2%
2,985
-101
69
$538K 0.18%
7,470
+525
70
$530K 0.18%
10,075
+1,575
71
$520K 0.18%
15,265
+1,042
72
$491K 0.17%
10,933
-59
73
$479K 0.16%
9,500
-150
74
$477K 0.16%
7,522
-1,720
75
$443K 0.15%
18,667
-5,563
1 2
3
4 5