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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$400K 0.08%
8,129
-993
277
$399K 0.08%
8,605
-20
278
$398K 0.08%
5,060
-1,575
279
$386K 0.08%
12,226
+1,323
280
$385K 0.08%
20,747
-468
281
$383K 0.08%
15,310
+14,600
282
$379K 0.08%
3,047
-73
283
$378K 0.08%
12,830
+730
284
$375K 0.08%
9,454
285
$375K 0.08%
3,570
286
$374K 0.07%
+20,075
287
$373K 0.07%
+6,690
288
$368K 0.07%
15,950
+810
289
$367K 0.07%
22,325
+6,485
290
$364K 0.07%
8,110
291
$363K 0.07%
12,740
+1,460
292
$360K 0.07%
8,950
+1,505
293
$357K 0.07%
4,050
+215
294
$355K 0.07%
15,645
+6,325
295
$353K 0.07%
3,970
-745
296
$348K 0.07%
3,480
+715
297
$347K 0.07%
12,630
+2,305
298
$344K 0.07%
17,960
+950
299
$342K 0.07%
9,500
-670
300
$338K 0.07%
34,584
-795
10 11
12
13 14