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
$553M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.5M
3
+$21.4M
4
CX icon
Cemex
CX
+$16.1M
5
MGA icon
Magna International
MGA
+$15.9M

Top Sells

1
+$345M
2
+$2.69M
3
+$1.99M
4
XOM icon
Exxon Mobil
XOM
+$1.94M
5
GLD icon
SPDR Gold Trust
GLD
+$1.85M

Sector Composition

1 Technology 27.74%
2 Consumer Discretionary 15.26%
3 Communication Services 12.55%
4 Industrials 9.2%
5 Financials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$597K 0.11%
+5,230
102
$580K 0.11%
16,905
-595
103
$580K 0.11%
+12,830
104
$573K 0.1%
3,441
-9,513
105
$563K 0.1%
+17,022
106
$563K 0.1%
4,950
+260
107
$549K 0.1%
+15,749
108
$544K 0.1%
3,323
-6,608
109
$542K 0.1%
+20,330
110
$520K 0.09%
+3,505
111
$518K 0.09%
+384
112
$514K 0.09%
+4,488
113
$514K 0.09%
8,386
-31,643
114
$509K 0.09%
+4,192
115
$488K 0.09%
3,274
+1,406
116
$486K 0.09%
3,750
-85
117
$480K 0.09%
6,180
-395
118
$470K 0.09%
+2,909
119
$462K 0.08%
+2,819
120
$448K 0.08%
+10,000
121
$446K 0.08%
+5,375
122
$427K 0.08%
+4,906
123
$426K 0.08%
929
-27
124
$413K 0.07%
+2,703
125
$400K 0.07%
796
-13
3 4
5
6 7