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
$357M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$6.44M
3
+$6.26M
4
NFLX icon
Netflix
NFLX
+$1.05M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$6.42M
2
+$5.2M
3
+$4.31M
4
MGA icon
Magna International
MGA
+$4.14M
5
GT icon
Goodyear
GT
+$3.22M

Sector Composition

1 Technology 24.31%
2 Consumer Discretionary 22.31%
3 Industrials 9.67%
4 Communication Services 9.12%
5 Financials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$467K 0.13%
1,622
+450
77
$455K 0.13%
+10,250
78
$447K 0.13%
947
-1,026
79
$419K 0.12%
6,649
-65
80
$409K 0.11%
3,378
-51
81
$409K 0.11%
10,490
+200
82
$391K 0.11%
3,727
+267
83
$370K 0.1%
7,388
-75
84
$367K 0.1%
3,512
-6,473
85
$364K 0.1%
2,884
-67
86
$357K 0.1%
2,391
+500
87
$352K 0.1%
5,659
88
$352K 0.1%
8,805
-4,050
89
$329K 0.09%
9,395
90
$323K 0.09%
+12,000
91
$318K 0.09%
8,030
+3,463
92
$315K 0.09%
+8,303
93
$296K 0.08%
7,836
-1,645
94
$291K 0.08%
18,985
-500
95
$290K 0.08%
12,830
96
$289K 0.08%
+2,030
97
$277K 0.08%
62,305
98
$275K 0.08%
545
-56
99
$263K 0.07%
+1,545
100
$262K 0.07%
3,772
-62,069
2 3
4
5 6