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
$553M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.5M
3
+$21.4M
4
CX icon
Cemex
CX
+$16.1M
5
MGA icon
Magna International
MGA
+$15.9M

Top Sells

1
+$345M
2
+$2.69M
3
+$1.99M
4
XOM icon
Exxon Mobil
XOM
+$1.94M
5
GLD icon
SPDR Gold Trust
GLD
+$1.85M

Sector Composition

1 Technology 27.74%
2 Consumer Discretionary 15.26%
3 Communication Services 12.55%
4 Industrials 9.2%
5 Financials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$958K 0.17%
+19,951
77
$950K 0.17%
1,400
78
$918K 0.17%
+43,493
79
$917K 0.17%
+10,156
80
$896K 0.16%
+14,000
81
$880K 0.16%
+8,315
82
$833K 0.15%
+4,555
83
$823K 0.15%
+15,750
84
$784K 0.14%
54,155
+2,685
85
$779K 0.14%
8,596
+2,100
86
$747K 0.14%
+4,480
87
$733K 0.13%
+14,590
88
$723K 0.13%
4,158
-6,119
89
$707K 0.13%
2,739
+1,965
90
$697K 0.13%
2,616
+4
91
$696K 0.13%
15,351
-1,250
92
$685K 0.12%
36,847
+11,731
93
$682K 0.12%
13,348
-6,785
94
$670K 0.12%
4,116
+2,631
95
$653K 0.12%
+4,100
96
$647K 0.12%
3,500
-8,670
97
$633K 0.11%
29,839
98
$627K 0.11%
+3,770
99
$624K 0.11%
2,732
-3,104
100
$603K 0.11%
+11,430
2 3
4
5 6