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
$290M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.3M
3
+$5.83M
4
DIS icon
Walt Disney
DIS
+$5.81M
5
CX icon
Cemex
CX
+$5.1M

Top Sells

1
+$6.51M
2
+$6.15M
3
+$5.81M
4
TSLA icon
Tesla
TSLA
+$2.2M
5
RBS.PRL.CL
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
+$1.96M

Sector Composition

1 Consumer Discretionary 23.76%
2 Technology 18.62%
3 Industrials 10.61%
4 Communication Services 9.1%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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