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
$438M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$7.69M
3
+$6.67M
4
GNRC icon
Generac Holdings
GNRC
+$6.59M
5
PYPL icon
PayPal
PYPL
+$5.17M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$8.74M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.52M
5
MU icon
Micron Technology
MU
+$8.05M

Sector Composition

1 Technology 21.87%
2 Industrials 13.86%
3 Consumer Discretionary 13.67%
4 Materials 10.48%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$280K 0.06%
7,655
-660
127
$279K 0.06%
+10,944
128
$271K 0.06%
+5,285
129
$264K 0.06%
2,825
-647
130
$261K 0.06%
552
-45
131
$247K 0.06%
+3,010
132
$243K 0.06%
+1,977
133
$235K 0.05%
5,836
-3,500
134
$229K 0.05%
+6,750
135
$229K 0.05%
+1,387
136
$227K 0.05%
3,006
+77
137
$223K 0.05%
2,101
-2,600
138
$218K 0.05%
12,000
139
$218K 0.05%
635
-185
140
$217K 0.05%
4,627
-149
141
$216K 0.05%
16,037
142
$214K 0.05%
+1,018
143
$212K 0.05%
+996
144
$211K 0.05%
+5,038
145
$207K 0.05%
8,650
146
$206K 0.05%
+534
147
$205K 0.05%
1,606
148
$187K 0.04%
+39,200
149
$168K 0.04%
+12,040
150
$166K 0.04%
15,795
-773
4 5
6
7 8