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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$445K 0.12%
11,424
-1,011
252
$444K 0.12%
104,645
-11,020
253
$444K 0.12%
9,352
-278
254
$444K 0.12%
2,678
+405
255
$444K 0.12%
12,720
+385
256
$443K 0.12%
9,452
-5,760
257
$440K 0.12%
9,930
-500
258
$438K 0.12%
8,670
-650
259
$438K 0.12%
49,088
+42,763
260
$437K 0.12%
8,429
-24
261
$436K 0.12%
+3,935
262
$435K 0.12%
3,773
+1,528
263
$435K 0.12%
24,855
-2,050
264
$432K 0.12%
7,825
-2,395
265
$432K 0.12%
+38,490
266
$431K 0.12%
5,581
-679
267
$430K 0.12%
4,575
+1,975
268
$429K 0.12%
4,333
-1,867
269
$428K 0.12%
5,140
-190
270
$427K 0.12%
3,535
+765
271
$426K 0.11%
+34,255
272
$424K 0.11%
8,671
-834
273
$424K 0.11%
4,260
-155
274
$423K 0.11%
5,560
-4,720
275
$422K 0.11%
17,870
-7,320
9 10
11
12 13