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
$357M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$6.44M
3
+$6.26M
4
NFLX icon
Netflix
NFLX
+$1.05M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$6.42M
2
+$5.2M
3
+$4.31M
4
MGA icon
Magna International
MGA
+$4.14M
5
GT icon
Goodyear
GT
+$3.22M

Sector Composition

1 Technology 24.31%
2 Consumer Discretionary 22.31%
3 Industrials 9.67%
4 Communication Services 9.12%
5 Financials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.29%
8,143
+445
52
$910K 0.26%
3,432
-2,550
53
$892K 0.25%
1,078
-249
54
$883K 0.25%
+5,359
55
$850K 0.24%
+6,200
56
$849K 0.24%
6,806
+1,896
57
$818K 0.23%
18,915
-273
58
$775K 0.22%
+13,546
59
$754K 0.21%
5,587
+3,924
60
$733K 0.21%
+68,000
61
$732K 0.21%
+43,750
62
$703K 0.2%
20,300
63
$668K 0.19%
10,000
64
$652K 0.18%
16,892
-26
65
$652K 0.18%
11,556
+1,400
66
$629K 0.18%
22,780
+6,030
67
$586K 0.16%
39,023
-1,970
68
$569K 0.16%
53,413
-2,957
69
$566K 0.16%
3,451
70
$553K 0.16%
9,400
+4,000
71
$536K 0.15%
5,235
+2,570
72
$532K 0.15%
31,536
-3,028
73
$524K 0.15%
13,039
-1,554
74
$506K 0.14%
4,262
+1,700
75
$468K 0.13%
1,426
-1,341
1 2
3
4 5