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
$438M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$7.69M
3
+$6.67M
4
GNRC icon
Generac Holdings
GNRC
+$6.59M
5
PYPL icon
PayPal
PYPL
+$5.17M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$8.74M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$8.52M
5
MU icon
Micron Technology
MU
+$8.05M

Sector Composition

1 Technology 21.87%
2 Industrials 13.86%
3 Consumer Discretionary 13.67%
4 Materials 10.48%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-166,080
177
– –
-25,250
178
– –
-1,595
179
– –
-1,697,276
180
– –
-3,730
181
– –
-1,410
182
– –
-28,700
183
– –
-83,285
184
– –
-14,300
4 5 6 7
8