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
51
$831K 0.38%
16,620
+935
52
$742K 0.34%
258,600
53
$733K 0.34%
14,710
54
$721K 0.33%
13,000
-17,150
55
$717K 0.33%
21,565
56
$695K 0.32%
+6,600
57
$693K 0.32%
16,370
+2,830
58
$684K 0.32%
42,765
59
$668K 0.31%
19,945
+50
60
$657K 0.3%
14,099
61
$565K 0.26%
4,800
-1,200
62
$564K 0.26%
+7,000
63
$563K 0.26%
12,740
64
$525K 0.24%
9,100
65
$476K 0.22%
45,950
+7,450
66
$471K 0.22%
7,790
+282
67
$468K 0.22%
20,370
68
$442K 0.2%
4,305
-255
69
$420K 0.19%
12,000
+750
70
$412K 0.19%
+14,040
71
$411K 0.19%
9,539
72
$408K 0.19%
+5,240
73
$387K 0.18%
9,000
-600
74
$378K 0.17%
8,767
75
$360K 0.17%
31,450
-4,900
1 2
3
4 5