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
$256M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$5.09M
3
+$3.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.13M

Top Sells

1
+$34.8M
2
+$6.2M
3
+$4.88M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$2.92M
5
META icon
Meta Platforms (Facebook)
META
+$889K

Sector Composition

1 Technology 27.16%
2 Industrials 20.05%
3 Consumer Discretionary 16.25%
4 Energy 9.35%
5 Healthcare 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-12,300
127
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-326,590
128
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-5,200
129
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-3,750
130
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-164,040
131
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-14,450
132
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-42,669
133
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-2,995
134
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-6,385
135
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-52,200
136
– –
-52,000
137
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-5,295
2 3 4 5
6