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
$240M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$6.54M
3
+$2.11M
4
NOK icon
Nokia
NOK
+$1.96M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.63M

Top Sells

1
+$25.9M
2
+$14.5M
3
+$8.51M
4
AMZN icon
Amazon
AMZN
+$7.44M
5
CX icon
Cemex
CX
+$5.9M

Sector Composition

1 Technology 25.76%
2 Consumer Discretionary 19.71%
3 Healthcare 11.69%
4 Communication Services 9.64%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$220K 0.09%
+1,500
127
$219K 0.09%
+8,080
128
$219K 0.09%
1,999
-1,496
129
$218K 0.09%
+1,983
130
$213K 0.09%
+910
131
$212K 0.09%
3,510
132
$203K 0.08%
7,000
133
$202K 0.08%
+3,420
134
$189K 0.08%
30,218
+6,703
135
$160K 0.07%
12,970
+2,010
136
$159K 0.07%
+27,025
137
$137K 0.06%
+6,000
138
$87.8K 0.04%
15,603
+5,195
139
$74.9K 0.03%
31,599
140
$59K 0.02%
1,100
141
$53.1K 0.02%
+10,000
142
$52.2K 0.02%
+3,127
143
$51.5K 0.02%
13,246
144
$39.7K 0.02%
+10,000
145
$29.2K 0.01%
+2,607
146
$26.2K 0.01%
+10,000
147
– –
-6,430
148
– –
-148,749
149
– –
-3,781
150
– –
-2,810
4 5
6
7 8