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
$286M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$2.2M
3
+$2.04M
4
GT icon
Goodyear
GT
+$1.32M
5
JCP
J.C. Penney Company, Inc.
JCP
+$1.23M

Top Sells

1
+$27.2M
2
+$9.56M
3
+$2.91M
4
TXT icon
Textron
TXT
+$1.15M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$895K

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 18.16%
3 Communication Services 8.17%
4 Healthcare 7.66%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$355K 0.12%
4,175
+600
102
$349K 0.12%
7,950
103
$331K 0.12%
+4,000
104
$327K 0.11%
21,570
-3,600
105
$324K 0.11%
2,672
+37
106
$320K 0.11%
7,446
-1,375
107
$319K 0.11%
+6,405
108
$317K 0.11%
5,045
109
$313K 0.11%
+8,450
110
$307K 0.11%
4,325
-131
111
$301K 0.11%
8,450
112
$300K 0.1%
15,008
113
$298K 0.1%
+34,500
114
$296K 0.1%
8,612
115
$293K 0.1%
+5,850
116
$292K 0.1%
3,740
+940
117
$284K 0.1%
6,350
118
$281K 0.1%
8,190
+245
119
$281K 0.1%
+5,105
120
$274K 0.1%
+3,931
121
$273K 0.1%
5,298
122
$267K 0.09%
6,215
-81
123
$266K 0.09%
3,193
124
$263K 0.09%
+4,460
125
$261K 0.09%
2,179
-2,628
3 4
5
6 7