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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$419K 0.12%
2,785
-1,750
227
$417K 0.12%
8,716
+620
228
$417K 0.12%
11,265
-4,720
229
$417K 0.12%
6,569
-3,436
230
$414K 0.12%
6,925
-2,500
231
$414K 0.12%
20,912
-3,235
232
$412K 0.12%
3,570
-1,595
233
$411K 0.12%
15,385
-10,480
234
$405K 0.12%
3,215
+210
235
$400K 0.12%
6,365
-3,390
236
$397K 0.12%
11,290
-10,475
237
$396K 0.12%
6,510
-2,785
238
$394K 0.12%
11,390
-6,070
239
$394K 0.12%
8,700
-12,195
240
$392K 0.12%
7,130
-3,430
241
$376K 0.11%
6,225
-2,715
242
$376K 0.11%
9,925
-1,405
243
$376K 0.11%
22,590
-5,615
244
$373K 0.11%
23,325
+3,695
245
$372K 0.11%
16,645
-5,654
246
$370K 0.11%
8,605
-3,085
247
$365K 0.11%
19,800
-1,740
248
$364K 0.11%
8,110
249
$363K 0.11%
5,500
+2,775
250
$361K 0.11%
14,828
8 9
10
11 12