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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$218K 0.07%
4,875
+34
302
$217K 0.07%
16,123
+4,655
303
$217K 0.07%
8,090
+115
304
$217K 0.07%
5,110
-435
305
$215K 0.07%
3,870
-50
306
$214K 0.07%
2,435
-10
307
$212K 0.07%
5,930
-15
308
$211K 0.07%
6,395
-15
309
$209K 0.07%
1,815
+488
310
$209K 0.07%
2,805
-105
311
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1,000
-145
312
$204K 0.07%
+19,460
313
$204K 0.07%
1,797
-84
314
$203K 0.07%
+4,285
315
$203K 0.07%
3,511
316
$201K 0.07%
18,555
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317
$201K 0.07%
2,685
-385
318
$200K 0.07%
3,035
-15
319
$198K 0.07%
5,510
+50
320
$198K 0.07%
1,765
-60
321
$198K 0.07%
3,520
-15
322
$196K 0.06%
2,430
-80
323
$193K 0.06%
9,250
-1,603
324
$192K 0.06%
+7,455
325
$191K 0.06%
3,010
-1,995
11 12
13
14 15