IIA

IPG Investment Advisors Portfolio holdings

AUM $512M
1-Year Est. Return 20.53%
This Quarter Est. Return
1 Year Est. Return
+20.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$5.59M
3
+$4.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.19M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.87M

Top Sells

1
+$9.23M
2
+$4.61M
3
+$4.37M
4
CX icon
Cemex
CX
+$2.81M
5
QCOM icon
Qualcomm
QCOM
+$2.78M

Sector Composition

1 Technology 23.5%
2 Industrials 17.32%
3 Consumer Discretionary 17.02%
4 Communication Services 6.56%
5 Materials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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190
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4 5 6 7
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