IIA

IPG Investment Advisors Portfolio holdings

AUM $512M
1-Year Est. Return 20.53%
This Quarter Est. Return
1 Year Est. Return
+20.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.87M
3
+$7.59M
4
NTR icon
Nutrien
NTR
+$6.39M
5
WDC icon
Western Digital
WDC
+$4.44M

Top Sells

1
+$18.5M
2
+$13.8M
3
+$11M
4
MU icon
Micron Technology
MU
+$7.48M
5
PBR icon
Petrobras
PBR
+$6.37M

Sector Composition

1 Technology 21.36%
2 Industrials 17.24%
3 Consumer Discretionary 15.79%
4 Materials 9.04%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.29%
+2,800
52
$1.31M 0.29%
16,550
53
$1.31M 0.29%
+25,873
54
$1.29M 0.28%
3,291
-2,607
55
$1.29M 0.28%
34,746
-2,892
56
$1.29M 0.28%
4,934
-2,740
57
$1.25M 0.27%
+16,030
58
$1.24M 0.27%
23,481
+2,386
59
$1.14M 0.25%
6,537
+5,150
60
$1.1M 0.24%
10,864
+8,039
61
$1.1M 0.24%
24,836
+19,000
62
$1.06M 0.23%
37,069
-27,300
63
$1.05M 0.23%
12,989
-602
64
$1.05M 0.23%
9,067
+5,196
65
$1.02M 0.22%
4,310
+68
66
$1.02M 0.22%
11,624
-16,617
67
$1.02M 0.22%
3,274
+1,990
68
$1.01M 0.22%
+10,698
69
$927K 0.2%
3,766
-270
70
$921K 0.2%
+8,083
71
$899K 0.2%
7,428
-1,652
72
$860K 0.19%
16,410
-1,167
73
$855K 0.19%
5,713
+404
74
$850K 0.19%
+2,485
75
$849K 0.19%
+3,620
1 2
3
4 5