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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$342K 0.11%
4,730
+5
252
$332K 0.11%
6,212
-6,417
253
$329K 0.11%
6,070
-35
254
$328K 0.11%
1,562
-644
255
$326K 0.11%
7,665
+490
256
$323K 0.11%
2,710
+2,620
257
$322K 0.11%
5,865
-330
258
$320K 0.11%
7,440
+80
259
$313K 0.1%
14,480
+5,975
260
$307K 0.1%
10,762
+442
261
$306K 0.1%
8,460
+480
262
$304K 0.1%
+34,085
263
$303K 0.1%
8,680
-25
264
$302K 0.1%
15,330
-6,820
265
$300K 0.1%
3,330
-255
266
$298K 0.1%
3,520
-835
267
$297K 0.1%
4,320
-5,500
268
$293K 0.1%
8,065
-1,645
269
$291K 0.1%
2,799
-215
270
$276K 0.09%
+2,250
271
$276K 0.09%
2,409
-161
272
$276K 0.09%
53,681
-599
273
$275K 0.09%
16,340
-3,780
274
$273K 0.09%
9,031
+95
275
$273K 0.09%
1,600
+830
9 10
11
12 13