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
$512M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$17.1M
3
+$7.16M
4
HMC icon
Honda
HMC
+$6.85M
5
MCK icon
McKesson
MCK
+$6.16M

Top Sells

1
+$24M
2
+$11.3M
3
+$8.31M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.91M
5
NUE icon
Nucor
NUE
+$6.02M

Sector Composition

1 Technology 20.34%
2 Consumer Discretionary 17.36%
3 Communication Services 12.1%
4 Industrials 9.05%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$455K 0.09%
11,640
-320
127
$426K 0.08%
6,855
128
$422K 0.08%
5,193
129
$396K 0.08%
+10,305
130
$390K 0.08%
2,241
+141
131
$384K 0.08%
4,000
132
$379K 0.07%
7,285
133
$371K 0.07%
+1,680
134
$365K 0.07%
4,655
+2,025
135
$365K 0.07%
2,693
+37
136
$358K 0.07%
+100,800
137
$351K 0.07%
6,915
+2,500
138
$346K 0.07%
3,965
+250
139
$332K 0.06%
+20,000
140
$330K 0.06%
3,858
-5,784
141
$325K 0.06%
3,510
+233
142
$319K 0.06%
5,717
+200
143
$318K 0.06%
856
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144
$316K 0.06%
8,101
+681
145
$315K 0.06%
+879
146
$314K 0.06%
1,445
+142
147
$312K 0.06%
+8,613
148
$307K 0.06%
100,000
-1,000
149
$302K 0.06%
+1,899
150
$296K 0.06%
1,785
4 5
6
7 8