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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.11M
3
+$3.35M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$2.11M
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$2.03M

Top Sells

1
+$5.13M
2
+$1.92M
3
+$1.86M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 9.98%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$453K 0.13%
25,791
+7,115
227
$453K 0.13%
23,377
+1,965
228
$449K 0.13%
7,374
+805
229
$448K 0.13%
8,390
+1,465
230
$447K 0.13%
9,210
+30
231
$438K 0.12%
18,087
+1,442
232
$436K 0.12%
6,865
+500
233
$435K 0.12%
72,875
+4,175
234
$434K 0.12%
+15,955
235
$432K 0.12%
+22,740
236
$431K 0.12%
18,329
-1,484
237
$428K 0.12%
9,445
+840
238
$426K 0.12%
9,760
+1,060
239
$413K 0.12%
11,240
-25
240
$412K 0.12%
9,910
-15
241
$405K 0.11%
12,215
+825
242
$404K 0.11%
12,558
+1,925
243
$400K 0.11%
6,450
-60
244
$400K 0.11%
7,360
245
$395K 0.11%
48,906
+1,285
246
$395K 0.11%
3,570
247
$395K 0.11%
7,905
+380
248
$394K 0.11%
7,560
+1,335
249
$394K 0.11%
3,941
-245
250
$392K 0.11%
15,092
-9,640
8 9
10
11 12