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
$295M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.27M
3
+$6.7M
4
WDC icon
Western Digital
WDC
+$4.37M
5
HPQ icon
HP
HPQ
+$4.33M

Top Sells

1
+$12M
2
+$9.37M
3
+$4.81M
4
NOK icon
Nokia
NOK
+$4.5M
5
GT icon
Goodyear
GT
+$3.36M

Sector Composition

1 Technology 20.46%
2 Consumer Discretionary 17.07%
3 Communication Services 10.8%
4 Industrials 6.95%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$436K 0.15%
5,580
-542
77
$426K 0.14%
6,855
78
$418K 0.14%
9,766
-316
79
$416K 0.14%
8,150
-6,470
80
$415K 0.14%
21,039
81
$410K 0.14%
1,387
-2,731
82
$405K 0.14%
2,101
+2
83
$399K 0.14%
46,762
-3,675
84
$390K 0.13%
5,958
85
$387K 0.13%
30,032
86
$387K 0.13%
2,878
-92
87
$383K 0.13%
+2,092
88
$381K 0.13%
5,575
-143
89
$380K 0.13%
3,000
-129
90
$371K 0.13%
11,942
-37,139
91
$364K 0.12%
7,175
+3,000
92
$349K 0.12%
11,050
93
$343K 0.12%
6,224
+1,795
94
$341K 0.12%
14,927
-2,212
95
$335K 0.11%
3,205
+190
96
$322K 0.11%
+3,525
97
$303K 0.1%
5,517
98
$302K 0.1%
+7,989
99
$300K 0.1%
4,000
100
$296K 0.1%
2,477
-750
2 3
4
5 6