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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$271K 0.09%
2,945
-690
277
$268K 0.09%
3,825
-15
278
$264K 0.09%
2,392
+326
279
$263K 0.09%
3,110
+1,495
280
$263K 0.09%
10,680
-150
281
$261K 0.09%
2,259
+84
282
$261K 0.09%
2,395
+70
283
$260K 0.09%
2,635
-5
284
$259K 0.09%
23,475
-5,235
285
$249K 0.08%
7,135
+4,380
286
$248K 0.08%
12,070
+400
287
$248K 0.08%
+2,090
288
$247K 0.08%
8,740
+140
289
$246K 0.08%
2,530
+155
290
$245K 0.08%
5,015
-275
291
$244K 0.08%
7,040
-10,365
292
$243K 0.08%
3,215
-5
293
$234K 0.08%
4,464
+4,400
294
$231K 0.08%
5,485
-15
295
$229K 0.08%
4,715
+1,215
296
$227K 0.07%
7,739
+369
297
$226K 0.07%
13,465
-45
298
$223K 0.07%
4,825
+55
299
$222K 0.07%
2,595
-10
300
$222K 0.07%
7,280
-20
10 11
12
13 14