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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$263K 0.08%
7,585
-60
302
$257K 0.08%
194
+18
303
$253K 0.08%
7,950
-7,980
304
$250K 0.07%
+7,875
305
$250K 0.07%
15,625
-9,320
306
$249K 0.07%
3,037
-486
307
$249K 0.07%
18,305
+12,785
308
$248K 0.07%
4,090
+350
309
$243K 0.07%
5,940
+1,140
310
$243K 0.07%
5,810
-12,200
311
$236K 0.07%
+2,217
312
$234K 0.07%
6,960
+1,260
313
$230K 0.07%
+5,885
314
$230K 0.07%
2,880
+1,875
315
$229K 0.07%
9,610
-5,945
316
$229K 0.07%
+6,990
317
$227K 0.07%
1,165
-120
318
$227K 0.07%
+11,455
319
$226K 0.07%
5,900
-1,460
320
$225K 0.07%
17,240
+2,680
321
$225K 0.07%
23,760
+4,290
322
$219K 0.07%
4,756
-11,850
323
$215K 0.06%
6,450
-610
324
$211K 0.06%
34,166
-5,845
325
$210K 0.06%
6,695
-6,085
11 12
13
14 15