IIA

IPG Investment Advisors Portfolio holdings

AUM $570M
1-Year Est. Return 31.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.26%
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
+$2.34M
2
+$2.01M
3
+$1.47M
4
QLD icon
ProShares Ultra QQQ
QLD
+$1.33M
5
GE icon
GE Aerospace
GE
+$1.32M

Top Sells

1
+$1.64M
2
+$1.27M
3
+$1.25M
4
SCTY
SolarCity Corporation
SCTY
+$976K
5
MSFT icon
Microsoft
MSFT
+$902K

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
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