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
$222M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$4.27M
3
+$3.06M
4
WDC icon
Western Digital
WDC
+$2.78M
5
MD icon
Pediatrix Medical
MD
+$2.7M

Top Sells

1
+$9.5M
2
+$8.6M
3
+$4.47M
4
DIS icon
Walt Disney
DIS
+$3.11M
5
MW
THE MENS WAREHOUSE INC
MW
+$2.83M

Sector Composition

1 Technology 24.52%
2 Industrials 22.95%
3 Consumer Discretionary 15.11%
4 Energy 8.97%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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139
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140
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141
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-21,565
142
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-192,475
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