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
$292M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$5.79M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.6M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.12M

Top Sells

1
+$8.34M
2
+$5.82M
3
+$5.49M
4
QCOM icon
Qualcomm
QCOM
+$2.8M
5
WDC icon
Western Digital
WDC
+$2.7M

Sector Composition

1 Technology 25.03%
2 Consumer Discretionary 21.69%
3 Industrials 11.38%
4 Communication Services 6.82%
5 Energy 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$341K 0.12%
2,630
+370
102
$340K 0.12%
4,000
103
$339K 0.12%
5,734
-455
104
$336K 0.12%
777
+30
105
$324K 0.11%
16,667
-9,417
106
$319K 0.11%
4,401
107
$317K 0.11%
1,665
-540
108
$313K 0.11%
6,673
109
$310K 0.11%
4,388
110
$305K 0.1%
12,332
-10,889
111
$304K 0.1%
4,750
+600
112
$298K 0.1%
7,860
113
$285K 0.1%
49,774
-18,154
114
$285K 0.1%
+20,000
115
$284K 0.1%
7,390
+750
116
$282K 0.1%
+2,215
117
$275K 0.09%
3,694
-1,475
118
$275K 0.09%
+1,058
119
$272K 0.09%
5,059
-6
120
$269K 0.09%
5,410
-5,438
121
$267K 0.09%
1,081
+235
122
$262K 0.09%
12,855
+1,845
123
$246K 0.08%
1,998
-208
124
$240K 0.08%
+1,453
125
$235K 0.08%
1,970
3 4
5
6 7