IPC
Independent Portfolio Consultants Portfolio holdings
AUM
$241M
1-Year Return
21.8%
This Quarter Return
+5.79%
1 Year Return
+21.8%
3 Year Return
+32.36%
5 Year Return
–
10 Year Return
–
AUM
$304M
AUM Growth
-$15M
(-4.7%)
Cap. Flow
-$26.6M
Cap. Flow
% of AUM
-8.74%
Top 10 Holdings %
Top 10 Hldgs %
11.68%
Holding
882
New
173
Increased
249
Reduced
361
Closed
57
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$2.07M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$2.06M |
| 3 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$1.12M |
| 4 |
CVS Health
CVS
|
$1.07M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$773K |
Top Sells
| 1 |
ProShares Short Russell2000
RWM
|
$3.71M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$3.24M |
| 3 |
iShares MSCI Taiwan ETF
EWT
|
$3.12M |
| 4 |
iShares MSCI India ETF
INDA
|
$2.78M |
| 5 |
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% |
