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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$304K 0.09%
9,454
277
$304K 0.09%
2,555
-860
278
$302K 0.09%
16,745
279
$301K 0.09%
5,278
+1,315
280
$298K 0.09%
10,840
-2,205
281
$294K 0.09%
2,350
-4,950
282
$293K 0.09%
3,625
-55
283
$293K 0.09%
41,107
-76,401
284
$290K 0.09%
7,915
-4,215
285
$289K 0.09%
5,350
+630
286
$287K 0.09%
10,633
-5,432
287
$286K 0.08%
4,340
+865
288
$282K 0.08%
2,610
289
$282K 0.08%
9,306
-4,819
290
$280K 0.08%
10,990
+1,530
291
$279K 0.08%
13,580
-5,835
292
$272K 0.08%
3,985
-5,465
293
$272K 0.08%
12,690
+12,305
294
$271K 0.08%
1,770
-60
295
$269K 0.08%
9,270
-35,570
296
$268K 0.08%
5,865
+4,390
297
$268K 0.08%
9,355
-3,575
298
$264K 0.08%
4,725
-10,645
299
$264K 0.08%
+9,480
300
$263K 0.08%
5,125
-200
10 11
12
13 14