IIA

IPG Investment Advisors Portfolio holdings

AUM $582M
1-Year Est. Return 33.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
-$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.52M
3
+$3.94M
4
MD icon
Pediatrix Medical
MD
+$3.81M
5
MGA icon
Magna International
MGA
+$2.69M

Top Sells

1
+$11.8M
2
+$7.87M
3
+$6.73M
4
TEX icon
Terex
TEX
+$4.01M
5
AAPL icon
Apple
AAPL
+$3.03M

Sector Composition

1 Consumer Discretionary 21.21%
2 Technology 18.09%
3 Industrials 13.03%
4 Energy 9.58%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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141
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