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
$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
201
-25,298
202
-5,150
203
-2,000
204
-27,390