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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$611K 0.12%
25,408
+3,129
227
$605K 0.12%
80,340
+9,285
228
$603K 0.12%
17,255
-2,200
229
$603K 0.12%
43,380
-3,270
230
$599K 0.12%
14,895
+2,485
231
$597K 0.12%
21,981
+1,323
232
$590K 0.12%
12,630
+920
233
$583K 0.12%
17,040
+1,005
234
$580K 0.12%
9,085
+515
235
$576K 0.12%
11,896
+4,770
236
$562K 0.11%
30,760
+7,260
237
$557K 0.11%
10,360
-1,525
238
$552K 0.11%
6,724
-156
239
$550K 0.11%
30,796
+625
240
$549K 0.11%
14,195
+740
241
$547K 0.11%
15,405
+930
242
$544K 0.11%
106,125
+6,025
243
$543K 0.11%
18,990
+1,025
244
$537K 0.11%
33,050
-2,025
245
$537K 0.11%
17,790
+1,755
246
$529K 0.11%
8,876
+965
247
$525K 0.11%
3,645
+985
248
$521K 0.1%
16,105
+825
249
$514K 0.1%
18,490
+4,335
250
$513K 0.1%
9,885
+565
8 9
10
11 12