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
$319M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.1M
3
+$1.93M
4
AMSG
Amsurg Corp
AMSG
+$1.35M
5
PII icon
Polaris
PII
+$1.19M

Top Sells

1
+$5.28M
2
+$3.06M
3
+$2.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.51M
5
IHS
IHS INC CL-A COM STK
IHS
+$960K

Sector Composition

1 Industrials 12.49%
2 Financials 12.21%
3 Technology 11.22%
4 Consumer Discretionary 11.17%
5 Healthcare 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$505K 0.16%
6,179
-360
227
$504K 0.16%
17,415
-180
228
$500K 0.16%
9,750
+3,085
229
$499K 0.16%
9,405
+680
230
$498K 0.16%
23,068
+700
231
$498K 0.16%
11,880
-180
232
$497K 0.16%
21,876
-550
233
$496K 0.16%
12,011
-180
234
$496K 0.16%
10,406
+10
235
$494K 0.15%
4,440
-310
236
$492K 0.15%
10,350
-315
237
$491K 0.15%
39,750
+32,695
238
$482K 0.15%
6,279
+25
239
$482K 0.15%
36,517
+8,847
240
$481K 0.15%
14,890
-265
241
$474K 0.15%
16,326
-395
242
$466K 0.15%
3,525
-2,025
243
$446K 0.14%
31,475
+7,865
244
$434K 0.14%
8,602
+595
245
$433K 0.14%
+35,615
246
$431K 0.14%
16,824
-835
247
$417K 0.13%
14,675
-160
248
$412K 0.13%
5,530
-6,270
249
$411K 0.13%
2,402
250
$410K 0.13%
13,015
+2,020
8 9
10
11 12