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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$437K 0.14%
+3,625
277
$437K 0.14%
18,216
-653
278
$437K 0.14%
11,385
+325
279
$437K 0.14%
5,495
-790
280
$434K 0.14%
12,325
-10
281
$434K 0.14%
11,310
-2,305
282
$433K 0.14%
8,025
283
$431K 0.14%
+7,960
284
$427K 0.14%
29,407
-14,826
285
$427K 0.14%
46,025
+1,610
286
$424K 0.13%
9,415
+335
287
$423K 0.13%
9,025
-3,215
288
$423K 0.13%
13,905
+245
289
$422K 0.13%
5,855
-985
290
$419K 0.13%
24,214
+1,325
291
$417K 0.13%
+5,415
292
$415K 0.13%
2,685
-2,000
293
$415K 0.13%
32,155
+725
294
$414K 0.13%
66,409
-34,423
295
$414K 0.13%
7,835
-2,190
296
$414K 0.13%
+9,516
297
$413K 0.13%
8,033
-6,521
298
$411K 0.13%
11,145
-300
299
$408K 0.13%
7,400
+490
300
$404K 0.13%
5,415
-1,755
10 11
12
13 14