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
$512M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$17.1M
3
+$7.16M
4
HMC icon
Honda
HMC
+$6.85M
5
MCK icon
McKesson
MCK
+$6.16M

Top Sells

1
+$24M
2
+$11.3M
3
+$8.31M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.91M
5
NUE icon
Nucor
NUE
+$6.02M

Sector Composition

1 Technology 20.34%
2 Consumer Discretionary 17.36%
3 Communication Services 12.1%
4 Industrials 9.05%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.22%
+19,120
77
$1.14M 0.22%
+8,506
78
$1.11M 0.22%
21,851
-584
79
$1.11M 0.22%
6,731
+3,513
80
$1.02M 0.2%
36,000
-17,500
81
$994K 0.19%
+10,668
82
$992K 0.19%
+10,075
83
$990K 0.19%
18,163
-13,337
84
$987K 0.19%
+2,895
85
$983K 0.19%
15,025
-258
86
$982K 0.19%
+18,996
87
$894K 0.17%
2,246
88
$892K 0.17%
4,109
+1,919
89
$889K 0.17%
2,406
-73
90
$861K 0.17%
12,605
+180
91
$858K 0.17%
2,625
-6,257
92
$849K 0.17%
+4,520
93
$839K 0.16%
18,100
+1,250
94
$826K 0.16%
21,642
95
$820K 0.16%
3,871
+140
96
$797K 0.16%
21,610
-340
97
$751K 0.15%
6,431
+2,070
98
$748K 0.15%
3,225
-75
99
$747K 0.15%
+8,417
100
$739K 0.14%
+27,180
2 3
4
5 6