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
$359M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$8.74M
3
+$7.79M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.21M
5
NTR icon
Nutrien
NTR
+$6.29M

Top Sells

1
+$14.1M
2
+$13.2M
3
+$8.14M
4
MGA icon
Magna International
MGA
+$7.7M
5
KSS icon
Kohl's
KSS
+$6.26M

Sector Composition

1 Technology 23.02%
2 Industrials 13.27%
3 Communication Services 11.02%
4 Consumer Discretionary 10.66%
5 Materials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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