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 12.55%
4 Industrials 9.2%
5 Financials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$222K 0.04%
+635
177
$222K 0.04%
+1,895
178
$209K 0.04%
+6,325
179
$208K 0.04%
+750
180
$204K 0.04%
+30,000
181
$204K 0.04%
4,821
-7,200
182
$203K 0.04%
2,636
-15,865
183
$202K 0.04%
2,610
184
$201K 0.04%
+2,597
185
$198K 0.04%
61,892
186
$169K 0.03%
+10,233
187
$141K 0.03%
10,369
188
$124K 0.02%
25,900
189
$124K 0.02%
+3,850
190
$117K 0.02%
+12,000
191
$105K 0.02%
+4,910
192
$93K 0.02%
15,830
-2,075
193
$80K 0.01%
+11,900
194
$76K 0.01%
+28,900
195
$72K 0.01%
+14,300
196
$72K 0.01%
+20,867
197
$57K 0.01%
+467
198
$55K 0.01%
12,500
199
$54K 0.01%
1,185
-353
200
$32K 0.01%
+440
6 7
8
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