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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$337K 0.07%
11,545
-1,700
302
$334K 0.07%
2,960
+1,295
303
$333K 0.07%
8,660
-27,980
304
$333K 0.07%
11,000
+5,770
305
$330K 0.07%
18,665
+3,961
306
$325K 0.07%
3,690
-2,365
307
$324K 0.06%
5,160
+1,325
308
$316K 0.06%
6,235
+395
309
$309K 0.06%
24,670
-527
310
$305K 0.06%
8,220
+2,105
311
$304K 0.06%
4,925
+943
312
$302K 0.06%
13,914
-1,316
313
$301K 0.06%
6,185
+405
314
$291K 0.06%
1,460
+905
315
$286K 0.06%
3,725
+1,140
316
$285K 0.06%
7,730
-1,005
317
$284K 0.06%
2,610
318
$281K 0.06%
18,380
+7,821
319
$278K 0.06%
6,240
+780
320
$276K 0.06%
7,945
+525
321
$274K 0.05%
9,024
-186
322
$266K 0.05%
3,275
-40
323
$263K 0.05%
4,565
-866
324
$260K 0.05%
3,510
-1,625
325
$254K 0.05%
2,159
+645
11 12
13
14 15