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
$286M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$2.2M
3
+$2.04M
4
GT icon
Goodyear
GT
+$1.32M
5
JCP
J.C. Penney Company, Inc.
JCP
+$1.23M

Top Sells

1
+$27.2M
2
+$9.56M
3
+$2.91M
4
TXT icon
Textron
TXT
+$1.15M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$895K

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 18.16%
3 Communication Services 8.17%
4 Healthcare 7.66%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$567K 0.2%
+11,000
77
$558K 0.2%
+23,000
78
$549K 0.19%
9,900
+129
79
$542K 0.19%
23,685
+4,980
80
$539K 0.19%
+12,000
81
$530K 0.19%
9,153
-1,280
82
$513K 0.18%
5,000
83
$509K 0.18%
42,100
-10,000
84
$508K 0.18%
7,312
+518
85
$504K 0.18%
4,615
+1,315
86
$503K 0.18%
2,280
+565
87
$497K 0.17%
4,774
+540
88
$496K 0.17%
70,818
+2,037
89
$487K 0.17%
3,678
+1,231
90
$486K 0.17%
12,679
91
$476K 0.17%
8,617
92
$470K 0.16%
6,000
93
$463K 0.16%
24,932
-2,118
94
$450K 0.16%
10,308
-370
95
$400K 0.14%
+2,505
96
$397K 0.14%
8,125
-1,032
97
$385K 0.13%
12,853
-300
98
$369K 0.13%
4,000
99
$359K 0.13%
9,604
-200
100
$356K 0.12%
1,002
2 3
4
5 6