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
$431M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$5.45M
3
+$5.32M
4
TEF icon
Telefonica
TEF
+$4.39M
5
WDC icon
Western Digital
WDC
+$4.11M

Top Sells

1
+$8.52M
2
+$6.76M
3
+$4.26M
4
PBR icon
Petrobras
PBR
+$3.73M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.95M

Sector Composition

1 Technology 21.62%
2 Consumer Discretionary 16.69%
3 Communication Services 12.23%
4 Financials 6.08%
5 Materials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.34%
+53,500
52
$1.47M 0.34%
48,618
-4,300
53
$1.43M 0.33%
26,430
-11,770
54
$1.39M 0.32%
23,400
55
$1.26M 0.29%
51,401
-850
56
$1.23M 0.29%
121,000
+97,000
57
$1.14M 0.26%
22,435
-333
58
$1.14M 0.26%
+14,789
59
$1.1M 0.25%
64,832
-360
60
$1.07M 0.25%
4,570
+3,240
61
$1.04M 0.24%
16,910
+460
62
$1.02M 0.24%
33,642
-500
63
$1.01M 0.23%
11,480
+180
64
$975K 0.23%
49,500
+500
65
$922K 0.21%
+24,319
66
$888K 0.21%
21,545
+866
67
$880K 0.2%
2,479
-73
68
$880K 0.2%
12,425
69
$872K 0.2%
365,000
+275,000
70
$862K 0.2%
21,950
71
$843K 0.2%
2,246
72
$826K 0.19%
7,057
+5,180
73
$823K 0.19%
15,283
-16,154
74
$816K 0.19%
3,731
+570
75
$738K 0.17%
+16,850
1 2
3
4 5