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
$553M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.5M
3
+$21.4M
4
CX icon
Cemex
CX
+$16.1M
5
MGA icon
Magna International
MGA
+$15.9M

Top Sells

1
+$345M
2
+$2.69M
3
+$1.99M
4
XOM icon
Exxon Mobil
XOM
+$1.94M
5
GLD icon
SPDR Gold Trust
GLD
+$1.85M

Sector Composition

1 Technology 27.74%
2 Consumer Discretionary 15.26%
3 Communication Services 12.55%
4 Industrials 9.2%
5 Financials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$394K 0.07%
+4,632
127
$383K 0.07%
12,087
+2,618
128
$378K 0.07%
14,170
-15,040
129
$375K 0.07%
+786
130
$374K 0.07%
+1,051
131
$366K 0.07%
643
-66
132
$363K 0.07%
+4,379
133
$359K 0.07%
6,155
-4,446
134
$353K 0.06%
5,300
-10,000
135
$348K 0.06%
5,465
+490
136
$348K 0.06%
+4,900
137
$342K 0.06%
+9,358
138
$335K 0.06%
+7,710
139
$333K 0.06%
6,800
+1,140
140
$333K 0.06%
+19,000
141
$322K 0.06%
+736
142
$321K 0.06%
3,391
-219
143
$318K 0.06%
+1,176
144
$314K 0.06%
+8,580
145
$308K 0.06%
2,140
-250
146
$296K 0.05%
+6,045
147
$291K 0.05%
4,586
-2,205
148
$284K 0.05%
8,855
-1,450
149
$281K 0.05%
5,000
-35,447
150
$281K 0.05%
+2,495
4 5
6
7 8