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
$438M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$7.69M
3
+$6.67M
4
GNRC icon
Generac Holdings
GNRC
+$6.59M
5
PYPL icon
PayPal
PYPL
+$5.17M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$8.74M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.52M
5
MU icon
Micron Technology
MU
+$8.05M

Sector Composition

1 Technology 21.87%
2 Industrials 13.86%
3 Consumer Discretionary 13.67%
4 Materials 10.48%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.32%
10,990
+850
52
$1.35M 0.31%
36,922
+745
53
$1.33M 0.3%
16,550
54
$1.19M 0.27%
906
-958
55
$1.13M 0.26%
8,729
+5,351
56
$1.12M 0.26%
13,591
-103,707
57
$1.11M 0.25%
+34,080
58
$1.11M 0.25%
28,057
+17,761
59
$1.1M 0.25%
21,095
+8,235
60
$1.01M 0.23%
+40,400
61
$1.01M 0.23%
+12,503
62
$988K 0.23%
1,989
+1,012
63
$957K 0.22%
1,660
+1,270
64
$956K 0.22%
+4,242
65
$944K 0.22%
9,080
-781
66
$924K 0.21%
4,036
+585
67
$873K 0.2%
6,359
-7,000
68
$864K 0.2%
17,577
+342
69
$854K 0.2%
+25,000
70
$848K 0.19%
+13,677
71
$826K 0.19%
20,300
72
$768K 0.18%
5,309
-2,526
73
$747K 0.17%
+11,343
74
$742K 0.17%
+9,624
75
$727K 0.17%
39,023
1 2
3
4 5