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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$599K 0.12%
12,335
+6,665
227
$596K 0.12%
9,745
-1,780
228
$593K 0.12%
7,655
-10,155
229
$583K 0.12%
9,665
+5,230
230
$579K 0.12%
8,836
-5,171
231
$578K 0.12%
20,380
+11,010
232
$576K 0.12%
15,150
+8,215
233
$575K 0.12%
12,450
+6,765
234
$565K 0.11%
14,125
+5,735
235
$565K 0.11%
+23,790
236
$560K 0.11%
104,825
+56,800
237
$556K 0.11%
20,420
+11,070
238
$555K 0.11%
11,270
+6,100
239
$554K 0.11%
21,654
+11,621
240
$548K 0.11%
8,360
+4,520
241
$545K 0.11%
6,530
+2,340
242
$534K 0.11%
6,315
+3,415
243
$529K 0.11%
6,265
-3,770
244
$525K 0.11%
9,230
+5,005
245
$517K 0.1%
5,840
+3,185
246
$502K 0.1%
+22,630
247
$502K 0.1%
6,480
+3,505
248
$497K 0.1%
8,975
+4,855
249
$496K 0.1%
15,860
+13,640
250
$495K 0.1%
16,391
+3,623
8 9
10
11 12