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
$307M
AUM Growth
+$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$13.8M
3
+$10.4M
4
CX icon
Cemex
CX
+$8.32M
5
AAPL icon
Apple
AAPL
+$3.81M

Top Sells

1
+$6.53M
2
+$6.07M
3
+$4.25M
4
TSLA icon
Tesla
TSLA
+$2.89M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.09M

Sector Composition

1 Technology 28.08%
2 Industrials 15.61%
3 Consumer Discretionary 13.19%
4 Healthcare 8.2%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-13,000
177
– –
-194,498
178
– –
-61,500
179
– –
-3,735
180
– –
-11,095
4 5 6 7
8