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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$403K 0.13%
17,550
+230
302
$403K 0.13%
15,165
-875
303
$403K 0.13%
27,495
-14,520
304
$403K 0.13%
2,659
-140
305
$402K 0.13%
+4,130
306
$397K 0.13%
10,540
+160
307
$393K 0.12%
22,935
+900
308
$393K 0.12%
+3,604
309
$392K 0.12%
4,295
-1,571
310
$387K 0.12%
8,500
-3,920
311
$385K 0.12%
17,299
-1,267
312
$383K 0.12%
5,530
+205
313
$382K 0.12%
4,565
-2,445
314
$382K 0.12%
10,155
-145
315
$381K 0.12%
3,905
-850
316
$379K 0.12%
1,845
+115
317
$378K 0.12%
9,110
+135
318
$377K 0.12%
9,090
-695
319
$377K 0.12%
33,265
-2,515
320
$376K 0.12%
3,870
-1,125
321
$373K 0.12%
13,790
+965
322
$373K 0.12%
2,457
-3,410
323
$373K 0.12%
28,225
+530
324
$372K 0.12%
+17,170
325
$372K 0.12%
5,383
-52
11 12
13
14 15