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
$438M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$7.69M
3
+$6.67M
4
GNRC icon
Generac Holdings
GNRC
+$6.59M
5
PYPL icon
PayPal
PYPL
+$5.17M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$8.74M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.52M
5
MU icon
Micron Technology
MU
+$8.05M

Sector Composition

1 Technology 21.87%
2 Industrials 13.86%
3 Consumer Discretionary 13.67%
4 Materials 10.48%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$721K 0.16%
+4,573
77
$709K 0.16%
+39,950
78
$709K 0.16%
11,050
-8,900
79
$677K 0.15%
+3,364
80
$675K 0.15%
+6,670
81
$659K 0.15%
50,953
-3,542
82
$648K 0.15%
+21,703
83
$644K 0.15%
10,156
84
$630K 0.14%
1,675
+85
85
$587K 0.13%
5,242
-480
86
$581K 0.13%
8,556
+2,316
87
$553K 0.13%
14,789
+2,000
88
$527K 0.12%
+7,798
89
$521K 0.12%
8,882
+2,457
90
$517K 0.12%
3,408
+34
91
$503K 0.11%
22,000
+13,000
92
$497K 0.11%
24,651
+91
93
$484K 0.11%
3,712
-4,500
94
$468K 0.11%
+8,961
95
$467K 0.11%
+50,000
96
$455K 0.1%
3,706
+89
97
$440K 0.1%
+11,310
98
$416K 0.1%
+7,160
99
$415K 0.09%
+3,871
100
$411K 0.09%
22,487
-4,623
2 3
4
5 6