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
$523M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$21M
3
+$11.5M
4
MGA icon
Magna International
MGA
+$10.3M
5
WDC icon
Western Digital
WDC
+$8.95M

Top Sells

1
+$21.4M
2
+$7.31M
3
+$6.9M
4
HPE icon
Hewlett Packard
HPE
+$6.13M
5
MBB icon
iShares MBS ETF
MBB
+$4.77M

Sector Composition

1 Technology 27.36%
2 Consumer Discretionary 22.32%
3 Communication Services 9.35%
4 Industrials 8.16%
5 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.29%
22,330
+8,970
52
$1.49M 0.29%
+30,135
53
$1.46M 0.28%
+40,500
54
$1.42M 0.27%
16,550
55
$1.38M 0.26%
+10,236
56
$1.28M 0.25%
+44,137
57
$1.27M 0.24%
15,136
+12,500
58
$1.25M 0.24%
23,325
-8,760
59
$1.2M 0.23%
6,423
+3,100
60
$1.12M 0.21%
25,622
-16,800
61
$1.04M 0.2%
20,862
-3,900
62
$1.03M 0.2%
+11,480
63
$1.02M 0.19%
6,448
+2,332
64
$990K 0.19%
20,300
65
$946K 0.18%
43,493
66
$932K 0.18%
+11,000
67
$919K 0.18%
16,115
-209
68
$889K 0.17%
+9,515
69
$887K 0.17%
14,090
+8,790
70
$870K 0.17%
+51,470
71
$843K 0.16%
11,156
+1,000
72
$823K 0.16%
16,993
-2,958
73
$815K 0.16%
53,980
-175
74
$815K 0.16%
5,335
+780
75
$789K 0.15%
3,542
-3,144
1 2
3
4 5