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
$307M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$13.8M
3
+$10.4M
4
CX icon
Cemex
CX
+$8.32M
5
AAPL icon
Apple
AAPL
+$3.81M

Top Sells

1
+$6.53M
2
+$6.07M
3
+$4.25M
4
TSLA icon
Tesla
TSLA
+$2.89M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.09M

Sector Composition

1 Technology 28.08%
2 Industrials 15.61%
3 Consumer Discretionary 13.19%
4 Healthcare 8.2%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.08%
+3,010
127
$237K 0.08%
6,296
-204
128
$237K 0.08%
24,880
129
$234K 0.08%
+3,640
130
$231K 0.08%
4,457
131
$229K 0.07%
+7,945
132
$226K 0.07%
+3,000
133
$222K 0.07%
+2,800
134
$222K 0.07%
2,615
135
$215K 0.07%
+1,884
136
$211K 0.07%
3,510
137
$210K 0.07%
15,967
138
$208K 0.07%
+4,190
139
$203K 0.07%
+1,468
140
$201K 0.07%
+2,125
141
$196K 0.06%
+17,690
142
$190K 0.06%
30,218
143
$92.5K 0.03%
15,603
144
$80.9K 0.03%
31,599
145
$68.6K 0.02%
1,100
146
$42.5K 0.01%
13,246
147
$18.9K 0.01%
+14,850
148
– –
-32,900
149
– –
-1,999
150
– –
-24,250
4 5
6
7 8