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
$458M
AUM Growth
-$792K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$6.47M
3
+$5.45M
4
SHOP icon
Shopify
SHOP
+$5.39M
5
WBD icon
Warner Bros
WBD
+$4.87M

Top Sells

1
+$11M
2
+$8.71M
3
+$5.8M
4
CVX icon
Chevron
CVX
+$5.3M
5
JBLU icon
JetBlue
JBLU
+$5.06M

Sector Composition

1 Technology 23.93%
2 Consumer Discretionary 19.77%
3 Communication Services 11.28%
4 Industrials 9.48%
5 Materials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.22K ﹤0.01%
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5 6 7
8
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