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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$447K 0.15%
9,020
-4,006
227
$447K 0.15%
9,905
-445
228
$441K 0.15%
2,421
+19
229
$434K 0.14%
65,241
+37,018
230
$426K 0.14%
11,776
-235
231
$423K 0.14%
13,390
+375
232
$414K 0.14%
3,783
-1,540
233
$413K 0.14%
17,175
+695
234
$408K 0.13%
+7,530
235
$405K 0.13%
3,675
-6,530
236
$403K 0.13%
14,623
-5,171
237
$389K 0.13%
7,215
+7,005
238
$388K 0.13%
15,864
+8,402
239
$385K 0.13%
13,030
-5,295
240
$379K 0.12%
+4,860
241
$378K 0.12%
7,622
+65
242
$373K 0.12%
12,237
+420
243
$372K 0.12%
12,345
-295
244
$371K 0.12%
5,510
-20
245
$365K 0.12%
2,130
+300
246
$359K 0.12%
+3,540
247
$356K 0.12%
12,410
-582
248
$352K 0.12%
+6,565
249
$346K 0.11%
3,305
-3,160
250
$345K 0.11%
8,165
-60
8 9
10
11 12