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
$286M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$2.2M
3
+$2.04M
4
GT icon
Goodyear
GT
+$1.32M
5
JCP
J.C. Penney Company, Inc.
JCP
+$1.23M

Top Sells

1
+$27.2M
2
+$9.56M
3
+$2.91M
4
TXT icon
Textron
TXT
+$1.15M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$895K

Sector Composition

1 Technology 28.73%
2 Consumer Discretionary 18.16%
3 Communication Services 8.17%
4 Healthcare 7.66%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$257K 0.09%
+1,710
127
$256K 0.09%
1,609
128
$254K 0.09%
+110,000
129
$254K 0.09%
4,890
+95
130
$251K 0.09%
3,007
-350
131
$245K 0.09%
+5,815
132
$242K 0.08%
3,000
133
$241K 0.08%
+3,400
134
$237K 0.08%
4,457
135
$235K 0.08%
+1,194
136
$232K 0.08%
4,870
+680
137
$226K 0.08%
9,306
138
$226K 0.08%
17,644
-8,000
139
$225K 0.08%
2,875
-2,206
140
$221K 0.08%
1,930
-250
141
$220K 0.08%
+6,335
142
$218K 0.08%
2,615
143
$217K 0.08%
+2,203
144
$213K 0.07%
+2,005
145
$212K 0.07%
15,967
146
$210K 0.07%
3,510
147
$208K 0.07%
+950
148
$196K 0.07%
17,690
149
$152K 0.05%
+4,750
150
$128K 0.04%
25,024
-5,194
4 5
6
7 8