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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$553K 0.11%
7,975
-385
227
$551K 0.11%
13,440
-5,220
228
$548K 0.11%
6,025
-290
229
$545K 0.11%
21,627
-1,003
230
$538K 0.11%
17,965
+3,275
231
$533K 0.11%
6,055
-475
232
$533K 0.11%
11,710
+4,410
233
$524K 0.11%
20,658
-996
234
$523K 0.11%
13,455
+2,185
235
$522K 0.11%
8,340
+5,335
236
$513K 0.1%
30,171
-18,495
237
$510K 0.1%
15,465
-725
238
$509K 0.1%
14,475
-675
239
$505K 0.1%
38,950
-1,835
240
$491K 0.1%
11,920
-415
241
$490K 0.1%
15,310
-6,105
242
$488K 0.1%
16,035
+175
243
$486K 0.1%
10,325
-475
244
$485K 0.1%
6,446
245
$481K 0.1%
9,122
-427
246
$481K 0.1%
100,100
-4,725
247
$479K 0.1%
9,320
-425
248
$477K 0.1%
7,911
+190
249
$466K 0.1%
12,410
-5,490
250
$465K 0.1%
7,165
-330
8 9
10
11 12