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
$459M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$6.49M
3
+$3.89M
4
WBA
Walgreens Boots Alliance
WBA
+$3.87M
5
CVX icon
Chevron
CVX
+$3.86M

Top Sells

1
+$27.3M
2
+$16.1M
3
+$7.99M
4
AAPL icon
Apple
AAPL
+$5.6M
5
NVDA icon
NVIDIA
NVDA
+$5.36M

Sector Composition

1 Technology 17.46%
2 Consumer Discretionary 17.39%
3 Industrials 13.84%
4 Communication Services 8.65%
5 Materials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$450K 0.1%
4,402
102
$446K 0.1%
1,682
-953
103
$441K 0.1%
1,417
-3,828
104
$438K 0.1%
+4,112
105
$433K 0.09%
2,623
-275
106
$427K 0.09%
+207,470
107
$419K 0.09%
+1,072
108
$417K 0.09%
10,141
-559
109
$413K 0.09%
5,351
+430
110
$412K 0.09%
+27,390
111
$412K 0.09%
4,375
112
$387K 0.08%
6,112
+150
113
$363K 0.08%
1,741
-5,360
114
$362K 0.08%
24,000
115
$356K 0.08%
457
-145
116
$355K 0.08%
+2,680
117
$343K 0.07%
21,014
+7,650
118
$343K 0.07%
2,508
-6,459
119
$342K 0.07%
2,110
-4,460
120
$322K 0.07%
15,455
-3,082
121
$317K 0.07%
+2,700
122
$313K 0.07%
6,159
-359
123
$312K 0.07%
14,897
-510
124
$311K 0.07%
6,505
-1,730
125
$311K 0.07%
+5,225
3 4
5
6 7