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
$438M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$7.69M
3
+$6.67M
4
GNRC icon
Generac Holdings
GNRC
+$6.59M
5
PYPL icon
PayPal
PYPL
+$5.17M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$8.74M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.52M
5
MU icon
Micron Technology
MU
+$8.05M

Sector Composition

1 Technology 21.87%
2 Industrials 13.86%
3 Consumer Discretionary 13.67%
4 Materials 10.48%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$401K 0.09%
12,478
-2,996
102
$396K 0.09%
2,391
-160
103
$390K 0.09%
61,300
-53,000
104
$379K 0.09%
1,284
-4,055
105
$375K 0.09%
2,523
-54
106
$365K 0.08%
7,244
+93
107
$364K 0.08%
+8,000
108
$359K 0.08%
6,481
-558
109
$356K 0.08%
2,355
-307
110
$352K 0.08%
2,828
+126
111
$352K 0.08%
723
+104
112
$347K 0.08%
1,042
-40
113
$338K 0.08%
7,700
-1,700
114
$329K 0.08%
7,500
-1,620
115
$319K 0.07%
32,830
+20,000
116
$319K 0.07%
16,574
117
$314K 0.07%
+17,300
118
$303K 0.07%
6,646
119
$301K 0.07%
6,043
-431
120
$295K 0.07%
1,957
121
$295K 0.07%
5,405
+660
122
$293K 0.07%
7,031
-1,750
123
$292K 0.07%
8,355
-144
124
$285K 0.07%
+150,000
125
$283K 0.06%
1,050
+250
3 4
5
6 7