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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$507K 0.1%
14,000
+840
252
$501K 0.1%
7,685
+2,105
253
$496K 0.1%
4,035
-415
254
$492K 0.1%
23,980
+1,250
255
$489K 0.1%
+8,980
256
$488K 0.1%
4,240
+1,285
257
$485K 0.1%
5,990
+1,400
258
$483K 0.1%
7,605
+440
259
$478K 0.1%
+37,775
260
$475K 0.1%
6,446
261
$470K 0.09%
15,685
+92
262
$466K 0.09%
12,495
+575
263
$452K 0.09%
50,510
+3,080
264
$446K 0.09%
4,910
+280
265
$446K 0.09%
3,615
+309
266
$444K 0.09%
13,095
+805
267
$443K 0.09%
8,265
+515
268
$440K 0.09%
18,643
+1,092
269
$439K 0.09%
3,950
-2,240
270
$436K 0.09%
+12,600
271
$430K 0.09%
+2,660
272
$426K 0.09%
8,980
+165
273
$410K 0.08%
5,835
+1,523
274
$403K 0.08%
+10,195
275
$402K 0.08%
2,285
-20
9 10
11
12 13