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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$387K 0.08%
3,570
+1,597
277
$382K 0.08%
+3,465
278
$380K 0.08%
14,290
-1,143
279
$379K 0.08%
9,454
280
$372K 0.08%
5,135
-20
281
$371K 0.08%
8,110
282
$368K 0.08%
3,835
-1,465
283
$368K 0.08%
21,215
+310
284
$367K 0.08%
17,010
-810
285
$359K 0.07%
15,140
-5,280
286
$357K 0.07%
35,379
+4,589
287
$350K 0.07%
15,113
-25
288
$349K 0.07%
7,126
-6,490
289
$343K 0.07%
10,903
-5,488
290
$343K 0.07%
10,440
-495
291
$338K 0.07%
2,660
-110
292
$334K 0.07%
10,170
+6,670
293
$330K 0.07%
7,415
+575
294
$325K 0.07%
8,735
+3,345
295
$324K 0.07%
6,275
-220
296
$321K 0.07%
+11,280
297
$315K 0.06%
2,955
+490
298
$311K 0.06%
4,312
+1,417
299
$306K 0.06%
5,431
+206
300
$304K 0.06%
15,230
+7,527
10 11
12
13 14