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
$238M
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$3.83M
3
+$3.74M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.19M
5
FLR icon
Fluor
FLR
+$2.12M

Top Sells

1
+$6.35M
2
+$6.32M
3
+$5.86M
4
QCOM icon
Qualcomm
QCOM
+$5.1M
5
TSLA icon
Tesla
TSLA
+$5M

Sector Composition

1 Technology 23.26%
2 Consumer Discretionary 19.17%
3 Industrials 8.39%
4 Communication Services 5.19%
5 Financials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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