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
$240M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$6.54M
3
+$2.11M
4
NOK icon
Nokia
NOK
+$1.96M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.63M

Top Sells

1
+$25.9M
2
+$14.5M
3
+$8.51M
4
AMZN icon
Amazon
AMZN
+$7.44M
5
CX icon
Cemex
CX
+$5.9M

Sector Composition

1 Technology 25.76%
2 Consumer Discretionary 19.71%
3 Healthcare 11.69%
4 Communication Services 9.64%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$434K 0.18%
4,059
-2,700
77
$433K 0.18%
13,140
-1,260
78
$431K 0.18%
50,684
-52,707
79
$427K 0.18%
6,676
80
$419K 0.17%
7,303
-1,665
81
$415K 0.17%
1,630
82
$402K 0.17%
5,068
+12
83
$393K 0.16%
4,325
+325
84
$384K 0.16%
+6,413
85
$373K 0.16%
4,925
86
$372K 0.15%
11,095
+250
87
$370K 0.15%
+61,500
88
$369K 0.15%
8,050
89
$346K 0.14%
1,002
90
$345K 0.14%
5,275
91
$342K 0.14%
3,925
+60
92
$342K 0.14%
9,625
+500
93
$326K 0.14%
2,680
-700
94
$326K 0.14%
3,300
95
$315K 0.13%
+1,800
96
$314K 0.13%
25,644
-8,000
97
$303K 0.13%
15,008
-2,029
98
$302K 0.13%
3,657
+725
99
$301K 0.13%
5,298
100
$300K 0.12%
6,350
2 3
4
5 6