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
$292M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$5.79M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.6M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.12M

Top Sells

1
+$8.34M
2
+$5.82M
3
+$5.49M
4
QCOM icon
Qualcomm
QCOM
+$2.8M
5
WDC icon
Western Digital
WDC
+$2.7M

Sector Composition

1 Technology 25.03%
2 Consumer Discretionary 21.69%
3 Industrials 11.38%
4 Communication Services 6.82%
5 Energy 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$525K 0.18%
+65,845
77
$524K 0.18%
42,100
78
$514K 0.18%
+70,810
79
$513K 0.18%
1,345
+202
80
$505K 0.17%
3,910
+700
81
$505K 0.17%
15,645
-7,450
82
$499K 0.17%
5,039
-15
83
$497K 0.17%
8,617
84
$494K 0.17%
10,764
85
$490K 0.17%
5,830
+200
86
$487K 0.17%
10,071
+1
87
$481K 0.16%
4,627
+875
88
$468K 0.16%
1,643
89
$458K 0.16%
5,940
+5
90
$449K 0.15%
24,952
+800
91
$437K 0.15%
30,830
+10,000
92
$414K 0.14%
2,155
-300
93
$412K 0.14%
5,491
-3,250
94
$384K 0.13%
+30,550
95
$383K 0.13%
16,153
-529
96
$376K 0.13%
20,692
+4,536
97
$375K 0.13%
10,076
+945
98
$365K 0.12%
4,926
-150
99
$360K 0.12%
2,089
+4
100
$343K 0.12%
10,500
+3,500
2 3
4
5 6