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
$290M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.3M
3
+$5.83M
4
DIS icon
Walt Disney
DIS
+$5.81M
5
CX icon
Cemex
CX
+$5.1M

Top Sells

1
+$6.51M
2
+$6.15M
3
+$5.81M
4
TSLA icon
Tesla
TSLA
+$2.2M
5
RBS.PRL.CL
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
+$1.96M

Sector Composition

1 Consumer Discretionary 23.76%
2 Technology 18.62%
3 Industrials 10.61%
4 Communication Services 9.1%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$398K 0.14%
5,000
77
$395K 0.14%
+6,676
78
$391K 0.13%
4,000
79
$387K 0.13%
1,630
+100
80
$383K 0.13%
3,495
-455
81
$375K 0.13%
1,677
+255
82
$375K 0.13%
14,400
83
$365K 0.13%
10,845
-424
84
$362K 0.12%
8,050
-500
85
$362K 0.12%
17,037
+1,000
86
$350K 0.12%
4,925
+555
87
$346K 0.12%
5,950
+618
88
$343K 0.12%
3,865
-400
89
$340K 0.12%
+2,295
90
$340K 0.12%
76,000
+8,000
91
$339K 0.12%
33,644
92
$327K 0.11%
+1,002
93
$320K 0.11%
+2,195
94
$313K 0.11%
6,500
+2,000
95
$310K 0.11%
9,125
-200
96
$305K 0.11%
6,430
97
$298K 0.1%
6,350
98
$297K 0.1%
3,300
+390
99
$295K 0.1%
5,275
+1,800
100
$286K 0.1%
+5,298
2 3
4
5 6