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
$275M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.47M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.21M
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$2.08M

Top Sells

1
+$8.2M
2
+$6.65M
3
+$5.98M
4
JNPR
Juniper Networks
JNPR
+$3.14M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.39M

Sector Composition

1 Technology 25.24%
2 Industrials 16.63%
3 Energy 13.04%
4 Consumer Discretionary 11.66%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.4M 10.31%
3,135,310
+383,250
2
$22.5M 8.2%
304,275
+2,730
3
$18.7M 6.8%
1,783,780
-781,730
4
$18M 6.54%
2,109,877
+21,166
5
$12.3M 4.48%
192,475
+445
6
$10.5M 3.82%
335,296
-25,512
7
$8.57M 3.12%
330,075
-120,855
8
$8.32M 3.03%
6,212
+82
9
$8.09M 2.94%
+429,495
10
$7.94M 2.88%
341,360
+350
11
$5.97M 2.17%
115,106
+1,623
12
$5.38M 1.96%
122,140
+1,995
13
$5.19M 1.89%
10,318,000
+253,400
14
$3.82M 1.39%
116,232
+63,256
15
$3.69M 1.34%
139,910
-10,235
16
$3.53M 1.28%
66,650
+810
17
$3.52M 1.28%
155,175
+6,175
18
$3.36M 1.22%
39,204
+20,385
19
$3.01M 1.1%
60,537
-5,770
20
$2.79M 1.01%
163,692
21
$2.68M 0.97%
2,327
+50
22
$2.57M 0.94%
22,904
-1,450
23
$2.51M 0.91%
+109,370
24
$2.47M 0.9%
44,626
+380
25
$2.34M 0.85%
103,820
+2,000
1
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