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
$350M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.96M
3
+$2.96M
4
WBA
Walgreens Boots Alliance
WBA
+$1.5M
5
UBER icon
Uber
UBER
+$1.45M

Top Sells

1
+$6.45M
2
+$3.24M
3
+$1.47M
4
META icon
Meta Platforms (Facebook)
META
+$1.09M
5
CS
Credit Suisse Group
CS
+$943K

Sector Composition

1 Technology 20.47%
2 Consumer Discretionary 17.11%
3 Communication Services 10.3%
4 Materials 6.52%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36.4K 0.01%
+15
152
$26.6K 0.01%
14,850
153
$17.5K 0.01%
15,810
-13,800
154
$8.34K ﹤0.01%
3,467
+2,250
155
– –
-11,435
156
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-11,050
157
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-2,092
158
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-1,050
159
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-10,458
160
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-90
161
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-1,387
162
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-5,958
163
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-24,216
164
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-10,000
165
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-1,926
166
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-2,238
167
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-10,933
168
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-11,095
169
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-10,680
170
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-7,989
171
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-3,205
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-4,338
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-91,440
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