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
$357M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$6.44M
3
+$6.26M
4
NFLX icon
Netflix
NFLX
+$1.05M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$6.42M
2
+$5.2M
3
+$4.31M
4
MGA icon
Magna International
MGA
+$4.14M
5
GT icon
Goodyear
GT
+$3.22M

Sector Composition

1 Technology 24.31%
2 Consumer Discretionary 22.31%
3 Industrials 9.67%
4 Communication Services 9.12%
5 Financials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$261K 0.07%
+9,319
102
$261K 0.07%
3,120
-980
103
$254K 0.07%
5,979
-13,812
104
$250K 0.07%
101,100
105
$250K 0.07%
3,003
-11
106
$244K 0.07%
1,373
-1,571
107
$243K 0.07%
+4,745
108
$240K 0.07%
+6,877
109
$233K 0.07%
14,786
-9,812
110
$233K 0.07%
1,979
-58
111
$227K 0.06%
3,179
-1,750
112
$219K 0.06%
+3,985
113
$213K 0.06%
552
114
$211K 0.06%
+434
115
$211K 0.06%
415
+15
116
$208K 0.06%
+10,000
117
$208K 0.06%
1,272
-133
118
$206K 0.06%
6,268
-8,136
119
$205K 0.06%
11,720
120
$202K 0.06%
+722
121
$201K 0.06%
54,569
122
$193K 0.05%
83,285
123
$191K 0.05%
+12,000
124
$182K 0.05%
16,037
+157
125
$130K 0.04%
+18,551
3 4
5
6 7