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
$439M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.82M
3
+$5.42M
4
MGA icon
Magna International
MGA
+$5.2M
5
OI icon
O-I Glass
OI
+$5.01M

Top Sells

1
+$27.1M
2
+$9.95M
3
+$5.74M
4
AAPL icon
Apple
AAPL
+$5.05M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$4.53M

Sector Composition

1 Consumer Discretionary 29.39%
2 Technology 20.71%
3 Communication Services 8.81%
4 Materials 4.84%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$310K 0.07%
6,159
127
$308K 0.07%
1,330
-456
128
$303K 0.07%
13,829
+1,300
129
$298K 0.07%
9,783
-3,480
130
$296K 0.07%
2,676
+587
131
$286K 0.07%
+987
132
$286K 0.07%
4,505
133
$277K 0.06%
2,242
-508
134
$276K 0.06%
930
-6,478
135
$275K 0.06%
+2,770
136
$271K 0.06%
+3,030
137
$262K 0.06%
2,743
138
$261K 0.06%
10,240
-11,510
139
$255K 0.06%
+9,101
140
$252K 0.06%
+1,544
141
$246K 0.06%
26,572
142
$245K 0.06%
6,605
143
$243K 0.06%
755
+60
144
$240K 0.05%
3,053
+160
145
$239K 0.05%
+2,220
146
$235K 0.05%
8,356
147
$229K 0.05%
389
-88
148
$226K 0.05%
12,215
149
$224K 0.05%
3,005
150
$223K 0.05%
+1,260
4 5
6
7 8