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
$512M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$17.1M
3
+$7.16M
4
HMC icon
Honda
HMC
+$6.85M
5
MCK icon
McKesson
MCK
+$6.16M

Top Sells

1
+$24M
2
+$11.3M
3
+$8.31M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.91M
5
NUE icon
Nucor
NUE
+$6.02M

Sector Composition

1 Technology 20.34%
2 Consumer Discretionary 17.36%
3 Communication Services 12.1%
4 Industrials 9.05%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$725K 0.14%
+10,000
102
$722K 0.14%
16,149
-444
103
$695K 0.14%
45,945
-817
104
$679K 0.13%
5,120
+1,345
105
$675K 0.13%
36,077
-28,755
106
$661K 0.13%
14,431
+8,650
107
$655K 0.13%
6,039
+5
108
$640K 0.13%
+435
109
$615K 0.12%
35,387
+822
110
$608K 0.12%
5,460
-1,597
111
$594K 0.12%
2,598
+124
112
$585K 0.11%
9,585
-5,640
113
$581K 0.11%
43,294
+26,426
114
$575K 0.11%
8,394
+1,738
115
$573K 0.11%
5,033
-50
116
$547K 0.11%
10,126
+106
117
$544K 0.11%
+7,750
118
$541K 0.11%
+16,655
119
$538K 0.11%
+12,200
120
$525K 0.1%
1,363
+338
121
$493K 0.1%
1,492
+500
122
$487K 0.1%
+1,620
123
$467K 0.09%
+33,000
124
$460K 0.09%
+52,436
125
$456K 0.09%
7,849
+360
3 4
5
6 7