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
101
$207K 0.1%
2,351
102
$206K 0.1%
13,800
+2,000
103
$205K 0.09%
7,788
104
$203K 0.09%
+1,114
105
$199K 0.09%
42,628
+20,661
106
$193K 0.09%
+2,415
107
$175K 0.08%
20,580
+1,405
108
$155K 0.07%
+44,590
109
$133K 0.06%
18,000
+5,500
110
$107K 0.05%
+10,415
111
$98K 0.05%
625
-4,848
112
$97.3K 0.04%
26,100
113
$91.3K 0.04%
+16,533
114
$83.1K 0.04%
8,615
+1,312
115
$77.1K 0.04%
+11,393
116
$73.8K 0.03%
14,500
117
$73.3K 0.03%
17,000
+7,000
118
$65.6K 0.03%
4,189
119
$62.4K 0.03%
13,105
-10,555
120
$61.8K 0.03%
+16,000
121
$61.4K 0.03%
+1,000
122
$37.4K 0.02%
11,400
123
$35.6K 0.02%
+11,665
124
$21.3K 0.01%
+13,500
125
$14.7K 0.01%
4,000
2 3 4
5
6