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
$290M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.3M
3
+$5.83M
4
DIS icon
Walt Disney
DIS
+$5.81M
5
CX icon
Cemex
CX
+$5.1M

Top Sells

1
+$6.51M
2
+$6.15M
3
+$5.81M
4
TSLA icon
Tesla
TSLA
+$2.2M
5
RBS.PRL.CL
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
+$1.96M

Sector Composition

1 Consumer Discretionary 23.76%
2 Technology 18.62%
3 Industrials 10.61%
4 Communication Services 9.1%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$283K 0.1%
5,137
-2,713
102
$282K 0.1%
11,730
103
$281K 0.1%
17,830
-1,390
104
$273K 0.09%
13,945
-4,010
105
$270K 0.09%
19,003
106
$267K 0.09%
2,541
-262
107
$260K 0.09%
+1,905
108
$247K 0.08%
+2,225
109
$241K 0.08%
+8,352
110
$240K 0.08%
+2,932
111
$234K 0.08%
1,800
112
$230K 0.08%
+2,615
113
$229K 0.08%
6,598
-339
114
$229K 0.08%
2,810
-108
115
$224K 0.08%
4,457
116
$222K 0.08%
6,450
117
$213K 0.07%
3,510
118
$212K 0.07%
1,700
-75
119
$211K 0.07%
4,000
120
$210K 0.07%
3,830
-168
121
$208K 0.07%
+1,655
122
$207K 0.07%
+26,550
123
$206K 0.07%
+7,000
124
$202K 0.07%
+5,977
125
$202K 0.07%
+4,639
3 4
5
6 7