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
$523M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$21M
3
+$11.5M
4
MGA icon
Magna International
MGA
+$10.3M
5
WDC icon
Western Digital
WDC
+$8.95M

Top Sells

1
+$21.4M
2
+$7.31M
3
+$6.9M
4
HPE icon
Hewlett Packard
HPE
+$6.13M
5
MBB icon
iShares MBS ETF
MBB
+$4.77M

Sector Composition

1 Technology 27.36%
2 Consumer Discretionary 22.32%
3 Communication Services 9.35%
4 Industrials 8.16%
5 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$303K 0.06%
7,430
+1,050
127
$296K 0.06%
+1,797
128
$294K 0.06%
1,847
-2,311
129
$293K 0.06%
6,488
+443
130
$269K 0.05%
2,037
-1,237
131
$268K 0.05%
11,720
132
$262K 0.05%
+3,800
133
$262K 0.05%
+875
134
$261K 0.05%
61,892
135
$261K 0.05%
3,152
+555
136
$257K 0.05%
10,233
137
$251K 0.05%
5,000
138
$246K 0.05%
+4,625
139
$245K 0.05%
8,579
-779
140
$236K 0.05%
400
141
$233K 0.04%
+1,088
142
$227K 0.04%
545
-384
143
$226K 0.04%
1,803
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144
$225K 0.04%
785
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145
$222K 0.04%
2,052
+127
146
$218K 0.04%
+1,478
147
$214K 0.04%
+3,895
148
$211K 0.04%
1,030
-5,773
149
$209K 0.04%
+1,130
150
$209K 0.04%
1,539
-1,370
4 5
6
7 8