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
$275M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.47M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.21M
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$2.08M

Top Sells

1
+$8.2M
2
+$6.65M
3
+$5.98M
4
JNPR
Juniper Networks
JNPR
+$3.14M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M

Sector Composition

1 Technology 25.24%
2 Industrials 16.63%
3 Energy 13.04%
4 Consumer Discretionary 11.66%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$621K 0.23%
258,600
77
$612K 0.22%
+1,200
78
$610K 0.22%
13,039
79
$459K 0.17%
22,240
80
$452K 0.16%
11,528
+1,780
81
$450K 0.16%
10,467
+267
82
$447K 0.16%
+15,000
83
$444K 0.16%
4,560
+255
84
$441K 0.16%
38,500
85
$403K 0.15%
7,167
86
$387K 0.14%
37,244
87
$373K 0.14%
6,073
88
$367K 0.13%
8,862
89
$367K 0.13%
5,661
-696
90
$366K 0.13%
+3,000
91
$365K 0.13%
4,210
+66
92
$359K 0.13%
4,700
-2,800
93
$351K 0.13%
37,450
-8,750
94
$351K 0.13%
+10,025
95
$344K 0.13%
3,620
96
$334K 0.12%
+2,101
97
$330K 0.12%
19,370
+1,500
98
$330K 0.12%
5,950
99
$329K 0.12%
+11,660
100
$313K 0.11%
11,678
+2,847
2 3
4
5 6