IIA

IPG Investment Advisors Portfolio holdings

AUM $512M
1-Year Est. Return 20.53%
This Quarter Est. Return
1 Year Est. Return
+20.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.87M
3
+$7.59M
4
NTR icon
Nutrien
NTR
+$6.39M
5
WDC icon
Western Digital
WDC
+$4.44M

Top Sells

1
+$18.5M
2
+$13.8M
3
+$11M
4
MU icon
Micron Technology
MU
+$7.48M
5
PBR icon
Petrobras
PBR
+$6.37M

Sector Composition

1 Technology 21.36%
2 Industrials 17.24%
3 Consumer Discretionary 15.79%
4 Materials 9.04%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$537K 0.12%
+15,000
102
$528K 0.12%
+8,171
103
$510K 0.11%
4,832
-410
104
$503K 0.11%
11,789
-3,000
105
$494K 0.11%
+2,318
106
$493K 0.11%
11,894
+4,863
107
$493K 0.11%
3,712
-5,017
108
$474K 0.1%
+13,000
109
$459K 0.1%
3,583
+755
110
$427K 0.09%
3,590
-7,400
111
$426K 0.09%
7,160
112
$422K 0.09%
3,810
+104
113
$417K 0.09%
1,211
+169
114
$414K 0.09%
12,278
-200
115
$400K 0.09%
+3,500
116
$399K 0.09%
4,675
-11,500
117
$397K 0.09%
738
-1,251
118
$395K 0.09%
6,482
+1
119
$391K 0.09%
8,235
-120
120
$387K 0.08%
327
-579
121
$364K 0.08%
2,657
+700
122
$364K 0.08%
2,091
-264
123
$357K 0.08%
45,200
+6,000
124
$350K 0.08%
24,000
+12,000
125
$342K 0.07%
10,225
-23,855
3 4
5
6 7