IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$488K 0.13%
34,715
-2,375
227
$486K 0.13%
6,220
+1,196
228
$479K 0.13%
65,802
+4,043
229
$479K 0.13%
+3,780
230
$471K 0.13%
32,210
-3,207
231
$470K 0.13%
24,400
-2,383
232
$469K 0.13%
5,361
+1,371
233
$469K 0.13%
+6,615
234
$469K 0.13%
7,563
+3,008
235
$467K 0.13%
3,725
-185
236
$465K 0.13%
21,015
-405
237
$464K 0.13%
8,770
-490
238
$464K 0.13%
5,900
-320
239
$458K 0.12%
+19,230
240
$457K 0.12%
42,360
-3,185
241
$457K 0.12%
13,285
+3,665
242
$455K 0.12%
16,570
-770
243
$455K 0.12%
5,970
-375
244
$454K 0.12%
11,225
+2,498
245
$453K 0.12%
6,780
+5,150
246
$453K 0.12%
8,040
+235
247
$451K 0.12%
8,978
+1,180
248
$451K 0.12%
6,446
249
$445K 0.12%
4,325
-805
250
$445K 0.12%
11,440
-5,480
8 9
10
11 12