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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

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%
9,565
+105
327
$371K 0.12%
12,490
+170
328
$369K 0.12%
16,087
-3,140
329
$366K 0.12%
+7,120
330
$366K 0.12%
933
-489
331
$364K 0.12%
19,380
+220
332
$362K 0.11%
+6,235
333
$362K 0.11%
4,440
334
$361K 0.11%
6,985
+120
335
$358K 0.11%
+19,105
336
$355K 0.11%
30,716
-7,135
337
$354K 0.11%
11,225
+300
338
$351K 0.11%
12,120
-4,440
339
$348K 0.11%
20,065
-1,095
340
$347K 0.11%
58,775
-4,100
341
$347K 0.11%
+3,160
342
$346K 0.11%
4,564
-400
343
$344K 0.11%
+14,622
344
$341K 0.11%
4,380
+75
345
$340K 0.11%
20,885
+290
346
$337K 0.11%
954
+14
347
$335K 0.11%
5,700
-3,335
348
$334K 0.11%
3,440
+60
349
$334K 0.11%
4,915
350
$322K 0.1%
2,991
-20
12 13
14
15 16