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
$295M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$7.27M
3
+$6.7M
4
WDC icon
Western Digital
WDC
+$4.37M
5
HPQ icon
HP
HPQ
+$4.33M

Top Sells

1
+$12M
2
+$9.37M
3
+$4.81M
4
NOK icon
Nokia
NOK
+$4.5M
5
GT icon
Goodyear
GT
+$3.36M

Sector Composition

1 Technology 20.46%
2 Consumer Discretionary 17.07%
3 Communication Services 10.8%
4 Industrials 6.95%
5 Financials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41.8K 0.01%
+29,610
127
$40.8K 0.01%
31,599
128
$38.3K 0.01%
612
129
$31.7K 0.01%
+44,665
130
$29.7K 0.01%
14,850
131
$25.8K 0.01%
+11,159
132
$9.72K ﹤0.01%
+1,217
133
– –
-2,990
134
– –
-19,103
135
– –
-7,454
136
– –
-154
137
– –
-97,918
138
– –
-7,290
139
– –
-97,000
140
– –
-53
141
– –
-1,484,056
142
– –
-90,360
143
– –
-5,066
144
– –
-2,037
145
– –
-3,970
146
– –
-14,053
147
– –
-19,700
148
– –
-10,000
149
– –
-16,845
150
– –
-14,147
3 4 5
6
7