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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$233K 0.07%
9,950
-9,350
302
$233K 0.07%
5,385
+495
303
$232K 0.07%
5,400
-1,560
304
$232K 0.07%
3,325
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305
$229K 0.07%
+4,713
306
$229K 0.07%
3,690
-60
307
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37,240
-7,440
308
$228K 0.07%
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309
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2,095
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310
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+1,055
311
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312
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313
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314
$215K 0.07%
5,350
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315
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318
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319
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320
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5,150
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321
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957
322
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2,185
+240
323
$206K 0.06%
6,095
-2,205
324
$205K 0.06%
4,475
+375
325
$203K 0.06%
6,500
-110
11 12
13
14 15