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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$464K 0.15%
8,725
+3,760
227
$460K 0.14%
17,659
-670
228
$460K 0.14%
6,544
-6,961
229
$456K 0.14%
17,595
+6,210
230
$454K 0.14%
11,170
+4,270
231
$454K 0.14%
9,985
+225
232
$446K 0.14%
6,254
-6,841
233
$444K 0.14%
5,667
-2,757
234
$442K 0.14%
15,160
-800
235
$442K 0.14%
7,665
+2,785
236
$441K 0.14%
16,920
-17,900
237
$438K 0.14%
7,532
-6,813
238
$433K 0.14%
15,155
+4,030
239
$427K 0.13%
1,253
+463
240
$411K 0.13%
8,007
-15,440
241
$411K 0.13%
14,862
-30,295
242
$408K 0.13%
8,750
-460
243
$406K 0.13%
14,835
+5,375
244
$405K 0.13%
17,260
-1,530
245
$404K 0.13%
3,355
-8,172
246
$401K 0.13%
12,191
+3,965
247
$400K 0.13%
4,240
+1,105
248
$397K 0.13%
12,835
+4,815
249
$378K 0.12%
+1,390
250
$376K 0.12%
2,402
-2,572
8 9
10
11 12