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
$500M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$7.62M
3
+$4.68M
4
PYPL icon
PayPal
PYPL
+$4.46M
5
NTR icon
Nutrien
NTR
+$3.98M

Top Sells

1
+$10.1M
2
+$7.69M
3
+$6.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.84M
5
WBA
Walgreens Boots Alliance
WBA
+$5.55M

Sector Composition

1 Consumer Discretionary 18.18%
2 Industrials 18.13%
3 Technology 17.57%
4 Communication Services 7.27%
5 Materials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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