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
$500M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$7.62M
3
+$4.68M
4
PYPL icon
PayPal
PYPL
+$4.46M
5
NTR icon
Nutrien
NTR
+$3.98M

Top Sells

1
+$10.1M
2
+$7.69M
3
+$6.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.84M
5
WBA
Walgreens Boots Alliance
WBA
+$5.55M

Sector Composition

1 Consumer Discretionary 18.18%
2 Industrials 18.13%
3 Technology 17.57%
4 Communication Services 7.27%
5 Materials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$374K 0.07%
+8,777
127
$373K 0.07%
8,700
128
$371K 0.07%
18,537
-10,800
129
$351K 0.07%
+602
130
$346K 0.07%
4,080
-600
131
$346K 0.07%
4,465
+1,459
132
$341K 0.07%
1,830
133
$338K 0.07%
+4,700
134
$334K 0.07%
+6,518
135
$331K 0.07%
8,235
-10
136
$328K 0.07%
39,410
-4,790
137
$325K 0.06%
+1,246
138
$322K 0.06%
2,970
-184
139
$315K 0.06%
18,773
-974
140
$313K 0.06%
5,350
-7,780
141
$313K 0.06%
11,000
-600
142
$309K 0.06%
15,407
143
$309K 0.06%
+5,110
144
$307K 0.06%
5,962
+664
145
$304K 0.06%
+7,512
146
$303K 0.06%
+12,612
147
$302K 0.06%
+5,763
148
$296K 0.06%
5,648
149
$280K 0.06%
+3,722
150
$278K 0.06%
2,125
-464
4 5
6
7 8