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
$307M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$13.8M
3
+$10.4M
4
CX icon
Cemex
CX
+$8.32M
5
AAPL icon
Apple
AAPL
+$3.81M

Top Sells

1
+$6.53M
2
+$6.07M
3
+$4.25M
4
TSLA icon
Tesla
TSLA
+$2.89M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.09M

Sector Composition

1 Technology 28.08%
2 Industrials 15.61%
3 Consumer Discretionary 13.19%
4 Healthcare 8.2%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$511K 0.17%
12,679
77
$508K 0.17%
16,800
+5,400
78
$487K 0.16%
8,750
-1,085
79
$485K 0.16%
5,000
80
$479K 0.16%
8,617
+150
81
$466K 0.15%
4,234
+175
82
$444K 0.14%
6,794
+118
83
$443K 0.14%
+11,145
84
$443K 0.14%
6,000
85
$443K 0.14%
4,146
+1,934
86
$436K 0.14%
2,445
+1,000
87
$432K 0.14%
1,715
+85
88
$421K 0.14%
13,153
89
$416K 0.14%
5,596
+671
90
$413K 0.13%
1,260
+274
91
$399K 0.13%
5,081
+13
92
$388K 0.13%
25,170
-2,000
93
$378K 0.12%
+8,821
94
$378K 0.12%
+6,070
95
$349K 0.11%
+5,975
96
$346K 0.11%
1,600
-200
97
$345K 0.11%
7,950
-100
98
$342K 0.11%
1,002
99
$338K 0.11%
2,635
-860
100
$337K 0.11%
4,000
-325
2 3
4
5 6