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
$459M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.49M
3
+$3.89M
4
WBA
Walgreens Boots Alliance
WBA
+$3.87M
5
CVX icon
Chevron
CVX
+$3.86M

Top Sells

1
+$27.3M
2
+$16.1M
3
+$7.99M
4
AAPL icon
Apple
AAPL
+$5.6M
5
NVDA icon
NVIDIA
NVDA
+$5.36M

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 17.39%
3 Industrials 13.84%
4 Communication Services 8.65%
5 Materials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.38%
4,757
-5,450
52
$1.64M 0.36%
7,775
-6,900
53
$1.58M 0.34%
11,259
-244
54
$1.57M 0.34%
25,974
-375
55
$1.56M 0.34%
5,602
-3,831
56
$1.55M 0.34%
3,219
-389
57
$1.48M 0.32%
13,384
-2,179
58
$1.33M 0.29%
12,397
+438
59
$1.33M 0.29%
16,500
-50
60
$1.32M 0.29%
+13,750
61
$1.16M 0.25%
3,015
-4,005
62
$1.13M 0.25%
47,000
-76,546
63
$1.13M 0.25%
29,828
-2,645
64
$1.08M 0.24%
+14,920
65
$1.03M 0.22%
13,360
+5
66
$967K 0.21%
+14,843
67
$946K 0.21%
+54,689
68
$945K 0.21%
5,057
+725
69
$914K 0.2%
11,172
+12
70
$909K 0.2%
+1,399
71
$873K 0.19%
15,090
+904
72
$863K 0.19%
+14,850
73
$804K 0.18%
10,400
74
$781K 0.17%
1,625
+218
75
$765K 0.17%
+13,408
1 2
3
4 5