IIA

IPG Investment Advisors Portfolio holdings

AUM $512M
1-Year Est. Return 20.53%
This Quarter Est. Return
1 Year Est. Return
+20.53%
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
+$5.26M
2
+$4.67M
3
+$3.85M
4
MD icon
Pediatrix Medical
MD
+$3.69M
5
MGA icon
Magna International
MGA
+$2.94M

Top Sells

1
+$11.8M
2
+$7.87M
3
+$7.16M
4
TEX icon
Terex
TEX
+$4.01M
5
AAPL icon
Apple
AAPL
+$3.24M

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
126
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127
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129
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132
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-2,600
133
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134
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-197,300
135
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136
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138
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139
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-55,515
140
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-18,975
141
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-83,150
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