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IPG Investment Advisors LLC
RIA/Wealth
IPG Investment Advisors LLC is a RIA/Wealth based in San Diego, CA led by Albert Benrey, reporting $3.8B in AUM as of Q3 2025 with SPY as the largest holding (7% allocation).
CEOAlbert Benrey
- Portfolio Value
- $564.6M
- Positions
- 210
- Top Holding
- SPY at 7.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in IPG Investment Advisors LLC's portfolio (35.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $42.3M | 7.48% | +$832.4K Bought | — 63.2K shares | |
Semiconductors Technology | $36.1M | 6.39% | +$2.9M Bought | 0.00% 193.4K shares | |
Specialty Retail Consumer Cyclical | $20.2M | 3.57% | +$2.6M Bought | 0.00% 91.8K shares | |
Consumer Electronics Technology | $18.8M | 3.34% | +$154.1K Bought | 0.00% 74.0K shares | |
Software - Infrastructure Technology | $18.2M | 3.22% | +$8.8M Bought | 0.00% 35.1K shares | |
Internet Content & Information Communication Services | $15.1M | 2.67% | +$4.9M Bought | 0.00% 20.5K shares | |
Restaurants Consumer Cyclical | $12.9M | 2.29% | -$2.2M Sold | 3.46% 653.2K shares | |
Insurance - Property & Casualty Financial Services | $12.2M | 2.17% | +$12.2M New | 0.01% 49.6K shares | |
ETF ETF | $12.1M | 2.14% | -$21.6K Sold | — 63.8K shares | |
Packaging & Containers Consumer Cyclical | $12.0M | 2.13% | -$14.4M Sold | 0.60% 925.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in IPG Investment Advisors LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for IPG Investment Advisors LLC
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