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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$464K 0.15%
16,400
+100
252
$460K 0.15%
5,555
-935
253
$460K 0.15%
1,823
-630
254
$460K 0.15%
27,200
-995
255
$458K 0.15%
113,878
+1,576
256
$457K 0.14%
11,135
+195
257
$455K 0.14%
+11,780
258
$454K 0.14%
6,250
-455
259
$453K 0.14%
6,205
-10
260
$452K 0.14%
10,728
+275
261
$451K 0.14%
70,050
-14,050
262
$450K 0.14%
20,948
-2,340
263
$450K 0.14%
5,490
-1,580
264
$449K 0.14%
12,166
-7,488
265
$446K 0.14%
4,969
-176
266
$445K 0.14%
6,055
-1,830
267
$443K 0.14%
+6,446
268
$442K 0.14%
+14,130
269
$441K 0.14%
24,875
-270
270
$440K 0.14%
31,190
-2,025
271
$440K 0.14%
15,430
-15,620
272
$439K 0.14%
10,095
-125
273
$439K 0.14%
+7,300
274
$438K 0.14%
21,410
-4,530
275
$437K 0.14%
4,895
+85
9 10
11
12 13