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
$215M
AUM Growth
-$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.49M
3
+$4.81M
4
CAR icon
Avis
CAR
+$4.72M
5
MU icon
Micron Technology
MU
+$4.4M

Top Sells

1
+$22.4M
2
+$8.57M
3
+$5.19M
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$3.82M
5
EMC
EMC CORPORATION
EMC
+$3.69M

Sector Composition

1 Technology 25.08%
2 Industrials 19.14%
3 Consumer Discretionary 16.83%
4 Communication Services 7.75%
5 Energy 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42.8K 0.02%
63,325
+53,000
127
$22K 0.01%
11,500
128
$11.6K 0.01%
4,000
129
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-30,182
130
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-5,730
131
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-1,113
132
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-4,800
133
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134
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-23,400
135
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-139,910
136
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137
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-103,820
138
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-38,260
139
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-7,200
140
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-2,327
141
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-37,800
142
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-6,779
143
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-330,075
144
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145
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-10,318,000
146
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147
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148
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-12,886
149
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-21,450
150
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-25,200
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