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
$512M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$17.1M
3
+$7.16M
4
HMC icon
Honda
HMC
+$6.85M
5
MCK icon
McKesson
MCK
+$6.16M

Top Sells

1
+$24M
2
+$11.3M
3
+$8.31M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.91M
5
NUE icon
Nucor
NUE
+$6.02M

Sector Composition

1 Technology 20.34%
2 Consumer Discretionary 17.36%
3 Communication Services 12.1%
4 Industrials 9.05%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$275K 0.05%
5,038
-542
152
$274K 0.05%
2,521
+337
153
$272K 0.05%
+3,054
154
$271K 0.05%
+725
155
$271K 0.05%
743
156
$268K 0.05%
20,000
-101,000
157
$268K 0.05%
+3,590
158
$259K 0.05%
+1,555
159
$259K 0.05%
10,000
-8,000
160
$258K 0.05%
+3,152
161
$254K 0.05%
3,952
162
$245K 0.05%
3,050
-875
163
$244K 0.05%
1,073
-57
164
$243K 0.05%
+2,982
165
$242K 0.05%
+3,995
166
$242K 0.05%
15,967
167
$240K 0.05%
61,892
168
$238K 0.05%
2,850
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169
$233K 0.05%
3,793
-2,069
170
$233K 0.05%
868
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171
$224K 0.04%
+5,000
172
$223K 0.04%
+8,386
173
$216K 0.04%
2,567
-1,230
174
$216K 0.04%
3,510
175
$216K 0.04%
+1,527
5 6
7
8 9