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
$500M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$7.62M
3
+$4.68M
4
PYPL icon
PayPal
PYPL
+$4.46M
5
NTR icon
Nutrien
NTR
+$3.98M

Top Sells

1
+$10.1M
2
+$7.69M
3
+$6.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.84M
5
WBA
Walgreens Boots Alliance
WBA
+$5.55M

Sector Composition

1 Consumer Discretionary 18.18%
2 Industrials 18.13%
3 Technology 17.57%
4 Communication Services 7.27%
5 Materials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.37%
2,723
+45
52
$1.71M 0.34%
15,563
-1,070
53
$1.54M 0.31%
3,608
-1,242
54
$1.53M 0.31%
+3,206
55
$1.43M 0.29%
5,245
+2,272
56
$1.38M 0.28%
26,349
-690
57
$1.37M 0.27%
4,065
+2,092
58
$1.37M 0.27%
7,101
+5,010
59
$1.36M 0.27%
+9,130
60
$1.35M 0.27%
16,550
61
$1.32M 0.26%
72,500
+35,000
62
$1.29M 0.26%
11,959
-300
63
$1.28M 0.26%
3,330
+1,243
64
$1.28M 0.26%
25,968
+13,209
65
$1.28M 0.25%
3,177
+1,443
66
$1.25M 0.25%
32,046
67
$1.17M 0.23%
11,503
-160
68
$1.15M 0.23%
7,956
+468
69
$1.13M 0.23%
+29,700
70
$1.13M 0.23%
+6,012
71
$1.09M 0.22%
32,473
-2,238
72
$1.03M 0.21%
7,309
-7,242
73
$1.03M 0.21%
1,936
+281
74
$963K 0.19%
6,570
-1,142
75
$959K 0.19%
6,512
-68,652
1 2
3
4 5