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
76
$351K 0.16%
6,896
+2,000
77
$347K 0.16%
2,150
78
$343K 0.16%
+1,800
79
$340K 0.16%
5,000
-50
80
$326K 0.15%
15,894
+3,990
81
$326K 0.15%
12,538
+860
82
$326K 0.15%
+600
83
$321K 0.15%
6,000
84
$297K 0.14%
3,650
85
$293K 0.14%
+3,800
86
$286K 0.13%
51,350
87
$279K 0.13%
+3,600
88
$272K 0.13%
6,775
89
$269K 0.12%
4,000
90
$261K 0.12%
9,325
91
$261K 0.12%
+1,335
92
$252K 0.12%
4,103
+34
93
$251K 0.12%
11,270
94
$249K 0.11%
3,595
-3,860
95
$249K 0.11%
3,309
96
$249K 0.11%
5,323
-250
97
$242K 0.11%
6,043
-2,819
98
$234K 0.11%
4,900
-100
99
$219K 0.1%
7,760
100
$218K 0.1%
+12,815
2 3
4
5 6