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
$275M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.47M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.21M
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$2.08M

Top Sells

1
+$8.2M
2
+$6.65M
3
+$5.98M
4
JNPR
Juniper Networks
JNPR
+$3.14M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M

Sector Composition

1 Technology 25.24%
2 Industrials 16.63%
3 Energy 13.04%
4 Consumer Discretionary 11.66%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.11%
6,000
102
$309K 0.11%
3,750
-1,500
103
$308K 0.11%
7,035
104
$307K 0.11%
4,082
+2
105
$304K 0.11%
4,335
-670
106
$299K 0.11%
4,000
107
$298K 0.11%
8,854
-125
108
$290K 0.11%
2,150
109
$269K 0.1%
+12,850
110
$255K 0.09%
4,896
+896
111
$246K 0.09%
10,404
112
$242K 0.09%
1,400
-20
113
$241K 0.09%
229,550
+66,150
114
$238K 0.09%
9,800
115
$223K 0.08%
2,500
116
$205K 0.07%
4,450
-12,200
117
$203K 0.07%
13,490
118
$172K 0.06%
25,797
+4,099
119
$162K 0.06%
7,303
120
$155K 0.06%
+12,886
121
$143K 0.05%
25,200
-2,000
122
$136K 0.05%
+26,100
123
$106K 0.04%
14,500
124
$89K 0.03%
4,189
125
$88.2K 0.03%
14,970
2 3 4
5
6