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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$463K 0.09%
5,455
-810
252
$458K 0.09%
6,635
-320
253
$456K 0.09%
8,815
-680
254
$452K 0.09%
47,430
-2,235
255
$445K 0.09%
15,593
+1,483
256
$441K 0.09%
4,630
-210
257
$432K 0.09%
14,155
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258
$431K 0.09%
17,551
-697
259
$429K 0.09%
+15,025
260
$425K 0.09%
11,070
-515
261
$425K 0.09%
5,580
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262
$421K 0.09%
13,245
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263
$419K 0.09%
7,750
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264
$413K 0.08%
23,500
+4,100
265
$413K 0.08%
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266
$411K 0.08%
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267
$410K 0.08%
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$409K 0.08%
3,120
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269
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13,160
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270
$401K 0.08%
12,290
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271
$399K 0.08%
+4,715
272
$398K 0.08%
2,305
+870
273
$394K 0.08%
25,197
+1,219
274
$390K 0.08%
3,306
+1,191
275
$388K 0.08%
12,100
-560
9 10
11
12 13