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
$275M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.47M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.21M
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$2.08M

Top Sells

1
+$8.2M
2
+$6.65M
3
+$5.98M
4
JNPR
Juniper Networks
JNPR
+$3.14M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M

Sector Composition

1 Technology 25.24%
2 Industrials 16.63%
3 Energy 13.04%
4 Consumer Discretionary 11.66%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$72.3K 0.03%
+37,800
127
$51.6K 0.02%
1,113
-950
128
$25.2K 0.01%
11,500
129
$24.6K 0.01%
4,000
130
$19.7K 0.01%
+10,325
131
– –
-4,000
132
– –
-1,720
133
– –
-12,000
134
– –
-20,175
135
– –
-246,405
136
– –
-96,404
137
– –
-4,835
138
– –
-7,760
139
– –
-50,025
140
– –
-44,000
141
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-2,000
142
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-2,504
143
– –
-4,200
144
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-750
145
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-1,000
146
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-30,000
147
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-24,000
148
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-10,000
149
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-20,525
2 3 4 5
6