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
$512M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$17.1M
3
+$7.16M
4
HMC icon
Honda
HMC
+$6.85M
5
MCK icon
McKesson
MCK
+$6.16M

Top Sells

1
+$24M
2
+$11.3M
3
+$8.31M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.91M
5
NUE icon
Nucor
NUE
+$6.02M

Sector Composition

1 Technology 20.34%
2 Consumer Discretionary 17.36%
3 Communication Services 12.1%
4 Industrials 9.05%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.34%
15,224
52
$1.67M 0.33%
121,017
-14,219
53
$1.65M 0.32%
+21,300
54
$1.61M 0.31%
12,798
-600
55
$1.6M 0.31%
20,930
+6,141
56
$1.6M 0.31%
+48,500
57
$1.57M 0.31%
36,930
+28,499
58
$1.51M 0.29%
+11,348
59
$1.5M 0.29%
+60,000
60
$1.47M 0.29%
49,000
-500
61
$1.46M 0.29%
14,140
+2,660
62
$1.44M 0.28%
625,000
-450,000
63
$1.33M 0.26%
17,730
-5,780
64
$1.28M 0.25%
17,660
+750
65
$1.28M 0.25%
26,139
+1,820
66
$1.26M 0.25%
32,642
-1,000
67
$1.26M 0.25%
23,502
+102
68
$1.26M 0.25%
+57,750
69
$1.25M 0.24%
+10,444
70
$1.25M 0.24%
4,390
+3,477
71
$1.2M 0.24%
20,970
+4,410
72
$1.2M 0.23%
3,377
+1,878
73
$1.19M 0.23%
21,317
-228
74
$1.17M 0.23%
51,401
75
$1.14M 0.22%
7,582
+5,136
1 2
3
4 5