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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$359K 0.11%
9,700
-4,270
252
$358K 0.11%
68,700
-36,950
253
$356K 0.11%
37,750
-14,405
254
$352K 0.1%
18,676
-12,890
255
$346K 0.1%
7,060
-2,795
256
$345K 0.1%
9,735
-9,955
257
$341K 0.1%
7,525
-1,415
258
$338K 0.1%
8,145
-5,380
259
$336K 0.1%
3,079
-4,305
260
$325K 0.1%
10,573
-5,892
261
$324K 0.1%
10,940
+455
262
$322K 0.1%
6,920
-6,870
263
$320K 0.1%
11,125
-7,125
264
$317K 0.09%
19,515
-52,830
265
$316K 0.09%
5,915
-2,390
266
$313K 0.09%
5,923
+4,265
267
$313K 0.09%
1,825
+185
268
$312K 0.09%
+5,315
269
$311K 0.09%
+5,110
270
$310K 0.09%
7,360
+1,660
271
$308K 0.09%
4,675
-145
272
$307K 0.09%
34,150
-15,650
273
$307K 0.09%
2,185
+20
274
$305K 0.09%
3,460
+370
275
$305K 0.09%
6,955
-6,655
9 10
11
12 13