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
$431M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$5.45M
3
+$5.32M
4
TEF icon
Telefonica
TEF
+$4.39M
5
WDC icon
Western Digital
WDC
+$4.11M

Top Sells

1
+$8.52M
2
+$6.76M
3
+$4.26M
4
PBR icon
Petrobras
PBR
+$3.73M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.95M

Sector Composition

1 Technology 21.62%
2 Consumer Discretionary 16.69%
3 Communication Services 12.23%
4 Financials 6.08%
5 Materials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$288K 0.07%
2,100
-900
127
$287K 0.07%
761
+28
128
$282K 0.07%
+1,303
129
$273K 0.06%
+5,862
130
$269K 0.06%
61,892
131
$265K 0.06%
530
-1,970
132
$264K 0.06%
+7,800
133
$263K 0.06%
5,781
-10,810
134
$257K 0.06%
+1,948
135
$255K 0.06%
743
-20
136
$255K 0.06%
+16,868
137
$254K 0.06%
+1,785
138
$253K 0.06%
2,184
139
$253K 0.06%
1,604
-18,712
140
$247K 0.06%
+2,495
141
$246K 0.06%
5,550
142
$246K 0.06%
+1,130
143
$246K 0.06%
16,525
+4,600
144
$245K 0.06%
15,967
145
$245K 0.06%
3,952
146
$241K 0.06%
2,256
-8,937
147
$241K 0.06%
2,630
-8,075
148
$237K 0.06%
+101,000
149
$237K 0.06%
+913
150
$228K 0.05%
+7,172
4 5
6
7 8