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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$291K 0.09%
4,565
+1,980
277
$288K 0.09%
11,596
-1,099
278
$287K 0.09%
13,940
+6,665
279
$286K 0.09%
4,895
-85
280
$284K 0.09%
12,310
-24,240
281
$268K 0.08%
6,155
+130
282
$268K 0.08%
7,510
+635
283
$264K 0.08%
4,465
+105
284
$264K 0.08%
215
+21
285
$263K 0.08%
8,908
-17,461
286
$263K 0.08%
13,185
+1,065
287
$262K 0.08%
3,250
-855
288
$261K 0.08%
3,840
+1,225
289
$253K 0.08%
3,645
-60
290
$253K 0.08%
2,505
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291
$251K 0.08%
3,405
-55
292
$249K 0.08%
8,390
+1,440
293
$244K 0.08%
2,183
-34
294
$243K 0.08%
5,625
+4,230
295
$242K 0.08%
3,655
+305
296
$241K 0.08%
2,860
-85
297
$241K 0.08%
4,440
-730
298
$239K 0.08%
9,440
+1,335
299
$235K 0.07%
2,207
+355
300
$234K 0.07%
6,655
-345
10 11
12
13 14