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
$553M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.5M
3
+$21.4M
4
CX icon
Cemex
CX
+$16.1M
5
MGA icon
Magna International
MGA
+$15.9M

Top Sells

1
+$345M
2
+$2.69M
3
+$1.99M
4
XOM icon
Exxon Mobil
XOM
+$1.94M
5
GLD icon
SPDR Gold Trust
GLD
+$1.85M

Sector Composition

1 Technology 27.74%
2 Consumer Discretionary 15.26%
3 Communication Services 12.55%
4 Industrials 9.2%
5 Financials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.37%
+95,805
52
$2.02M 0.36%
119,250
-11,500
53
$1.94M 0.35%
+32,085
54
$1.91M 0.34%
+19,867
55
$1.83M 0.33%
+14,183
56
$1.68M 0.3%
11,620
+1,000
57
$1.64M 0.3%
+9,087
58
$1.54M 0.28%
+16,550
59
$1.51M 0.27%
+6,803
60
$1.48M 0.27%
+2,601
61
$1.38M 0.25%
+6,686
62
$1.37M 0.25%
5,934
+1,200
63
$1.33M 0.24%
22,000
+270
64
$1.3M 0.24%
25,000
+3,000
65
$1.26M 0.23%
+12,800
66
$1.23M 0.22%
19,553
+13,989
67
$1.2M 0.22%
+24,762
68
$1.12M 0.2%
+18,922
69
$1.08M 0.2%
+27,697
70
$1.05M 0.19%
+11,200
71
$1.04M 0.19%
+13,360
72
$995K 0.18%
+20,300
73
$986K 0.18%
+11,095
74
$980K 0.18%
+45,000
75
$962K 0.17%
+16,324
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3
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