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
$307M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$13.8M
3
+$10.4M
4
CX icon
Cemex
CX
+$8.32M
5
AAPL icon
Apple
AAPL
+$3.81M

Top Sells

1
+$6.53M
2
+$6.07M
3
+$4.25M
4
TSLA icon
Tesla
TSLA
+$2.89M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.09M

Sector Composition

1 Technology 28.08%
2 Industrials 15.61%
3 Consumer Discretionary 13.19%
4 Healthcare 8.2%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$334K 0.11%
3,300
102
$333K 0.11%
9,804
+179
103
$332K 0.11%
18,705
-163,020
104
$326K 0.11%
25,644
105
$314K 0.1%
+5,045
106
$310K 0.1%
+10,678
107
$306K 0.1%
5,350
+75
108
$306K 0.1%
3,575
-350
109
$301K 0.1%
15,008
110
$296K 0.1%
6,350
111
$293K 0.1%
2,447
-33
112
$292K 0.1%
8,450
+1,750
113
$290K 0.09%
8,612
+2,108
114
$282K 0.09%
+12,500
115
$279K 0.09%
5,298
116
$277K 0.09%
3,320
+435
117
$273K 0.09%
3,357
-300
118
$266K 0.09%
+1,910
119
$259K 0.08%
+9,306
120
$257K 0.08%
+4,795
121
$257K 0.08%
+2,610
122
$256K 0.08%
2,180
-500
123
$254K 0.08%
4,456
124
$247K 0.08%
1,609
+3
125
$246K 0.08%
3,193
-194
3 4
5
6 7