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
$217M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$1.85M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.55M
5
GE icon
GE Aerospace
GE
+$1.38M

Top Sells

1
+$1.64M
2
+$1.27M
3
+$1.25M
4
SCTY
SolarCity Corporation
SCTY
+$976K
5
MSFT icon
Microsoft
MSFT
+$951K

Sector Composition

1 Technology 26.41%
2 Industrials 19.65%
3 Consumer Discretionary 13.91%
4 Communication Services 7.89%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 1.02%
85,600
-16,770
27
$2.17M 1%
43,236
+11,345
28
$2.15M 0.99%
79,806
-13,300
29
$2.08M 0.96%
123,557
+7,900
30
$2.04M 0.94%
20,129
-2,825
31
$1.93M 0.89%
12,966
+9,262
32
$1.73M 0.8%
94,605
33
$1.56M 0.72%
38,350
34
$1.55M 0.71%
+39,820
35
$1.33M 0.61%
39,300
36
$1.32M 0.61%
22,051
+4,655
37
$1.24M 0.57%
15,990
+7,350
38
$1.23M 0.57%
6,043
-308
39
$1.16M 0.54%
8,779
+2,300
40
$1.13M 0.52%
24,950
41
$1.02M 0.47%
28,958
+14,506
42
$939K 0.43%
27,250
-6,000
43
$927K 0.43%
27,240
-196
44
$919K 0.42%
12,830
45
$906K 0.42%
6,843
+295
46
$891K 0.41%
11,600
47
$888K 0.41%
4,800
48
$869K 0.4%
13,162
+6,100
49
$869K 0.4%
50,120
-3,040
50
$842K 0.39%
32,150
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