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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$322K 0.06%
2,770
+2,335
302
$316K 0.06%
2,465
-2,230
303
$316K 0.06%
23,978
-4,435
304
$311K 0.06%
13,780
-4,090
305
$311K 0.06%
2,976
-532
306
$309K 0.06%
7,818
-8,485
307
$309K 0.06%
12,410
-23,295
308
$306K 0.06%
+1,750
309
$302K 0.06%
5,552
-3,800
310
$300K 0.06%
1,760
+955
311
$298K 0.06%
8,120
-8,200
312
$296K 0.06%
17,930
-37,030
313
$294K 0.06%
1,845
+1,752
314
$294K 0.06%
6,840
-12,845
315
$293K 0.06%
5,558
-3,420
316
$287K 0.06%
7,965
-5,785
317
$287K 0.06%
2,610
318
$285K 0.06%
2,210
-3,900
319
$281K 0.06%
+5,650
320
$281K 0.06%
10,910
-14,380
321
$281K 0.06%
+1,680
322
$280K 0.06%
1,510
-1,790
323
$278K 0.06%
3,053
-14,040
324
$278K 0.06%
6,400
-6,810
325
$277K 0.06%
3,939
+89
11 12
13
14 15