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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$405K 0.08%
8,605
-16,220
277
$397K 0.08%
+14,690
278
$394K 0.08%
+10,800
279
$394K 0.08%
12,660
+6,890
280
$392K 0.08%
8,110
281
$391K 0.08%
+13,775
282
$390K 0.08%
6,980
-7,335
283
$389K 0.08%
10,935
+5,905
284
$388K 0.08%
20,905
-4,040
285
$382K 0.08%
49,665
+26,985
286
$371K 0.07%
9,454
+2,272
287
$368K 0.07%
9,625
-11,845
288
$367K 0.07%
20,821
-3,850
289
$357K 0.07%
4,795
+115
290
$355K 0.07%
2,905
-10
291
$353K 0.07%
+12,865
292
$352K 0.07%
9,698
-32,970
293
$343K 0.07%
9,070
-10,630
294
$342K 0.07%
5,225
-7,598
295
$342K 0.07%
14,110
-17,510
296
$341K 0.07%
5,155
-6,805
297
$333K 0.07%
6,060
-2,710
298
$332K 0.07%
8,055
+4,330
299
$327K 0.07%
3,975
300
$325K 0.07%
7,300
-9,095
10 11
12
13 14