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
$295M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.27M
3
+$6.7M
4
WDC icon
Western Digital
WDC
+$4.37M
5
HPQ icon
HP
HPQ
+$4.33M

Top Sells

1
+$12M
2
+$9.37M
3
+$4.81M
4
NOK icon
Nokia
NOK
+$4.5M
5
GT icon
Goodyear
GT
+$3.36M

Sector Composition

1 Technology 20.46%
2 Consumer Discretionary 17.07%
3 Communication Services 10.8%
4 Industrials 6.95%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$290K 0.1%
4,199
-129
102
$266K 0.09%
7,485
-470
103
$264K 0.09%
5,437
+327
104
$261K 0.09%
886
+40
105
$239K 0.08%
+2,184
106
$230K 0.08%
+1,050
107
$224K 0.08%
+9,700
108
$224K 0.08%
15,967
109
$221K 0.07%
728
-65
110
$218K 0.07%
3,510
111
$216K 0.07%
+763
112
$214K 0.07%
+1,877
113
$205K 0.07%
+4,900
114
$202K 0.07%
+2,238
115
$195K 0.07%
61,892
116
$176K 0.06%
11,095
-1,255
117
$161K 0.05%
10,458
-2,500
118
$152K 0.05%
+2,000
119
$149K 0.05%
+11,435
120
$141K 0.05%
1,110
+392
121
$96.8K 0.03%
+10,425
122
$86.6K 0.03%
+10,000
123
$51.6K 0.02%
+40,000
124
$47.3K 0.02%
+90
125
$44.1K 0.01%
4,338
3 4
5
6 7