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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$491K 0.1%
6,955
+3,760
252
$482K 0.1%
21,789
+19,174
253
$477K 0.1%
7,721
+6,835
254
$475K 0.1%
6,446
255
$472K 0.1%
14,765
+8,230
256
$469K 0.09%
12,500
+6,765
257
$461K 0.09%
9,745
+4,490
258
$455K 0.09%
18,248
+9,821
259
$455K 0.09%
7,495
+4,895
260
$453K 0.09%
4,840
+2,670
261
$452K 0.09%
13,845
+9,025
262
$445K 0.09%
9,407
-45
263
$444K 0.09%
17,820
+9,645
264
$439K 0.09%
675
+160
265
$438K 0.09%
+6,681
266
$433K 0.09%
19,400
+10,540
267
$430K 0.09%
15,433
-1,455
268
$429K 0.09%
9,549
+5,188
269
$427K 0.09%
9,495
+3,635
270
$426K 0.09%
+16,190
271
$424K 0.09%
5,300
+1,355
272
$414K 0.08%
4,805
+2,610
273
$413K 0.08%
15,138
+8,016
274
$408K 0.08%
11,585
+6,270
275
$407K 0.08%
28,700
+250
9 10
11
12 13