IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$4.68M
2
+$3.92M
3
+$3.86M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.69M

Top Sells

1
+$1.83M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.13M
5
VOD icon
Vodafone
VOD
+$1.12M

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%
2,659
-140
302
$403K 0.13%
17,550
+230
303
$403K 0.13%
15,165
-875
304
$402K 0.13%
+4,130
305
$397K 0.13%
10,540
+160
306
$393K 0.12%
22,935
+900
307
$393K 0.12%
+3,604
308
$392K 0.12%
4,295
-1,571
309
$387K 0.12%
8,500
-3,920
310
$385K 0.12%
17,299
-1,267
311
$383K 0.12%
5,530
+205
312
$382K 0.12%
10,155
-145
313
$382K 0.12%
4,565
-2,445
314
$381K 0.12%
3,905
-850
315
$379K 0.12%
1,845
+115
316
$378K 0.12%
9,110
+135
317
$377K 0.12%
9,090
-695
318
$377K 0.12%
33,265
-2,515
319
$376K 0.12%
3,870
-1,125
320
$373K 0.12%
13,790
+965
321
$373K 0.12%
2,457
-3,410
322
$373K 0.12%
28,225
+530
323
$372K 0.12%
+17,170
324
$372K 0.12%
5,383
-52
325
$371K 0.12%
9,565
+105
11 12
13
14 15