IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.92M
3
+$3.86M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.69M

Top Sells

1
+$1.83M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.13M
5
VOD icon
Vodafone
VOD
+$1.12M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$371K 0.12%
12,490
+170
327
$369K 0.12%
16,087
-3,140
328
$366K 0.12%
+7,120
329
$366K 0.12%
933
-489
330
$364K 0.12%
19,380
+220
331
$362K 0.11%
+6,235
332
$362K 0.11%
4,440
333
$361K 0.11%
6,985
+120
334
$358K 0.11%
+19,105
335
$355K 0.11%
30,716
-7,135
336
$354K 0.11%
11,225
+300
337
$351K 0.11%
12,120
-4,440
338
$348K 0.11%
20,065
-1,095
339
$347K 0.11%
58,775
-4,100
340
$347K 0.11%
+3,160
341
$346K 0.11%
4,564
-400
342
$344K 0.11%
+14,622
343
$341K 0.11%
4,380
+75
344
$340K 0.11%
20,885
+290
345
$337K 0.11%
954
+14
346
$335K 0.11%
5,700
-3,335
347
$334K 0.11%
3,440
+60
348
$334K 0.11%
4,915
349
$322K 0.1%
2,991
-20
350
$321K 0.1%
+36,640
12 13
14
15 16