IIA

IPG Investment Advisors Portfolio holdings

AUM $512M
1-Year Est. Return 20.53%
This Quarter Est. Return
1 Year Est. Return
+20.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.87M
3
+$7.59M
4
NTR icon
Nutrien
NTR
+$6.39M
5
WDC icon
Western Digital
WDC
+$4.44M

Top Sells

1
+$18.5M
2
+$13.8M
3
+$11M
4
MU icon
Micron Technology
MU
+$7.48M
5
PBR icon
Petrobras
PBR
+$6.37M

Sector Composition

1 Technology 21.36%
2 Industrials 17.24%
3 Consumer Discretionary 15.79%
4 Materials 9.04%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$849K 0.19%
20,300
77
$838K 0.18%
5,523
+3,000
78
$799K 0.17%
+6,330
79
$797K 0.17%
20,672
-16,250
80
$725K 0.16%
1,785
-2,493
81
$724K 0.16%
+9,575
82
$722K 0.16%
16,000
+8,000
83
$719K 0.16%
16,647
-28,032
84
$718K 0.16%
9,675
+51
85
$710K 0.16%
4,663
+90
86
$710K 0.16%
21,769
+66
87
$706K 0.15%
31,300
-8,650
88
$703K 0.15%
17,150
+13,800
89
$700K 0.15%
50,873
-80
90
$690K 0.15%
3,371
+7
91
$686K 0.15%
4,257
+849
92
$669K 0.15%
2,074
-4,300
93
$657K 0.14%
+10,051
94
$647K 0.14%
10,156
95
$625K 0.14%
33,287
+10,800
96
$600K 0.13%
+4,100
97
$592K 0.13%
4,491
+2,100
98
$588K 0.13%
1,438
-237
99
$582K 0.13%
+10,125
100
$576K 0.13%
+1,025
2 3
4
5 6