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
$500M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$7.62M
3
+$4.68M
4
PYPL icon
PayPal
PYPL
+$4.46M
5
NTR icon
Nutrien
NTR
+$3.98M

Top Sells

1
+$10.1M
2
+$7.69M
3
+$6.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.84M
5
WBA
Walgreens Boots Alliance
WBA
+$5.55M

Sector Composition

1 Consumer Discretionary 18.18%
2 Industrials 18.13%
3 Technology 17.57%
4 Communication Services 7.27%
5 Materials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$278K 0.06%
736
-600
152
$277K 0.06%
+6,775
153
$253K 0.05%
+2,836
154
$248K 0.05%
4,900
+307
155
$248K 0.05%
+13,364
156
$245K 0.05%
+3,718
157
$244K 0.05%
1,790
-2,280
158
$243K 0.05%
+8,550
159
$241K 0.05%
+3,177
160
$238K 0.05%
+5,750
161
$235K 0.05%
+161,000
162
$234K 0.05%
+10,000
163
$231K 0.05%
2,994
-50
164
$227K 0.05%
+10,000
165
$225K 0.05%
3,760
-990
166
$225K 0.05%
7,255
-400
167
$225K 0.05%
+51,889
168
$218K 0.04%
2,446
-50
169
$214K 0.04%
415
-21
170
$211K 0.04%
+3,925
171
$209K 0.04%
8,650
172
$204K 0.04%
45,327
173
$175K 0.03%
14,100
-3,750
174
$166K 0.03%
+3,556
175
$143K 0.03%
+15,795
5 6
7
8 9