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
$240M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$6.54M
3
+$2.11M
4
NOK icon
Nokia
NOK
+$1.96M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.63M

Top Sells

1
+$25.9M
2
+$14.5M
3
+$8.51M
4
AMZN icon
Amazon
AMZN
+$7.44M
5
CX icon
Cemex
CX
+$5.9M

Sector Composition

1 Technology 25.76%
2 Consumer Discretionary 19.71%
3 Healthcare 11.69%
4 Communication Services 9.64%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$291K 0.12%
+986
102
$285K 0.12%
1,871
-424
103
$283K 0.12%
2,480
-61
104
$275K 0.11%
11,400
-330
105
$274K 0.11%
1,445
-4,950
106
$273K 0.11%
+2,885
107
$260K 0.11%
+3,387
108
$258K 0.11%
+8,085
109
$250K 0.1%
6,500
-98
110
$249K 0.1%
+2,000
111
$248K 0.1%
+1,606
112
$247K 0.1%
+3,735
113
$247K 0.1%
+5,217
114
$242K 0.1%
+4,028
115
$236K 0.1%
+2,212
116
$236K 0.1%
4,456
+626
117
$236K 0.1%
+3,200
118
$235K 0.1%
4,457
119
$233K 0.1%
6,700
+250
120
$230K 0.1%
+5,140
121
$229K 0.1%
2,615
122
$228K 0.1%
1,800
+100
123
$228K 0.09%
+24,880
124
$224K 0.09%
15,967
-3,036
125
$224K 0.09%
6,504
+527
3 4
5
6 7