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
$553M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$29.5M
3
+$21.4M
4
CX icon
Cemex
CX
+$16.1M
5
MGA icon
Magna International
MGA
+$15.9M

Top Sells

1
+$345M
2
+$2.69M
3
+$1.99M
4
XOM icon
Exxon Mobil
XOM
+$1.94M
5
GLD icon
SPDR Gold Trust
GLD
+$1.85M

Sector Composition

1 Technology 27.74%
2 Consumer Discretionary 15.26%
3 Communication Services 13.14%
4 Industrials 9.2%
5 Financials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$280K 0.05%
101,100
152
$275K 0.05%
+1,805
153
$275K 0.05%
3,054
154
$274K 0.05%
9,655
-11,020
155
$274K 0.05%
+8,750
156
$267K 0.05%
4,356
+350
157
$267K 0.05%
+400
158
$266K 0.05%
3,140
+310
159
$262K 0.05%
+2,396
160
$261K 0.05%
+6,380
161
$259K 0.05%
4,982
-4,067
162
$259K 0.05%
1,060
163
$258K 0.05%
5,038
164
$254K 0.05%
+2,265
165
$253K 0.05%
11,720
-39,751
166
$253K 0.05%
3,488
+171
167
$252K 0.05%
692
168
$248K 0.04%
+3,991
169
$245K 0.04%
+3,995
170
$237K 0.04%
+1,480
171
$232K 0.04%
+895
172
$228K 0.04%
+100,000
173
$227K 0.04%
890
-149
174
$224K 0.04%
+1,925
175
$222K 0.04%
+5,607
5 6
7
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