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
$290M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.3M
3
+$5.83M
4
DIS icon
Walt Disney
DIS
+$5.81M
5
CX icon
Cemex
CX
+$5.1M

Top Sells

1
+$6.51M
2
+$6.15M
3
+$5.81M
4
TSLA icon
Tesla
TSLA
+$2.2M
5
RBS.PRL.CL
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
+$1.96M

Sector Composition

1 Consumer Discretionary 23.76%
2 Technology 18.62%
3 Industrials 10.61%
4 Communication Services 9.1%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 7.29%
549,560
+1,064
2
$19.9M 6.86%
1,380,318
3
$18.3M 6.3%
343,055
4
$14.8M 5.09%
607,700
-238,640
5
$14.5M 5%
1,447,900
+3,500
6
$11.2M 3.85%
65,408
+21,215
7
$10.3M 3.54%
523,540
8
$9.84M 3.39%
204,760
+131,040
9
$8.65M 2.98%
200,520
+69,130
10
$8.51M 2.93%
376,530
11
$7.49M 2.58%
144,470
+43,505
12
$7.05M 2.43%
83,432
+78,832
13
$6.63M 2.28%
67,309
+58,940
14
$6.39M 2.2%
82,686
+31,100
15
$6.16M 2.12%
1,029,340
16
$5.9M 2.03%
649,780
+562,163
17
$5.83M 2.01%
+175,370
18
$5.49M 1.89%
200,790
19
$4.74M 1.63%
823,785
20
$4.56M 1.57%
188,579
-1,268
21
$4.07M 1.4%
179,025
-96,870
22
$3.67M 1.26%
30,200
+1,225
23
$3.13M 1.08%
21,535
-7,035
24
$2.93M 1.01%
69,545
-1,060
25
$2.81M 0.97%
+55,439
1
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