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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$301K 0.06%
12,294
-1,486
302
$291K 0.06%
2,610
303
$290K 0.06%
15,840
+12,070
304
$288K 0.06%
9,210
-488
305
$280K 0.06%
7,420
-700
306
$276K 0.06%
3,315
-660
307
$276K 0.06%
3,450
+255
308
$273K 0.06%
3,245
+720
309
$272K 0.06%
11,160
-960
310
$271K 0.06%
3,982
+582
311
$271K 0.06%
5,840
-560
312
$268K 0.05%
3,375
-4,280
313
$262K 0.05%
+4,835
314
$262K 0.05%
5,780
-570
315
$261K 0.05%
+14,704
316
$256K 0.05%
5,460
-800
317
$256K 0.05%
+2,765
318
$251K 0.05%
7,445
+755
319
$250K 0.05%
176
+4
320
$249K 0.05%
2,188
-148
321
$238K 0.05%
4,442
-1,110
322
$234K 0.05%
5,182
-193
323
$234K 0.05%
5,010
+1,860
324
$233K 0.05%
10,711
+5,376
325
$232K 0.05%
1,186
+144
11 12
13
14 15