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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$422K 0.11%
4,170
+55
277
$418K 0.11%
11,410
-255
278
$418K 0.11%
19,385
-635
279
$417K 0.11%
15,654
-911
280
$417K 0.11%
14,715
-4,135
281
$417K 0.11%
+25,445
282
$416K 0.11%
2,507
-105
283
$416K 0.11%
+9,270
284
$414K 0.11%
11,580
-1,980
285
$414K 0.11%
+8,270
286
$411K 0.11%
22,965
-1,640
287
$411K 0.11%
3,284
-2,261
288
$410K 0.11%
17,360
-1,040
289
$410K 0.11%
+1,630
290
$410K 0.11%
7,040
-640
291
$409K 0.11%
+8,655
292
$408K 0.11%
7,130
-800
293
$408K 0.11%
4,165
-185
294
$407K 0.11%
6,810
-909
295
$407K 0.11%
10,455
-740
296
$407K 0.11%
11,408
+8,763
297
$406K 0.11%
+24,840
298
$406K 0.11%
+8,675
299
$404K 0.11%
28,776
+11,116
300
$403K 0.11%
+5,495
10 11
12
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