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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$382K 0.1%
11,694
+6,389
327
$382K 0.1%
22,459
-1,445
328
$381K 0.1%
48,380
-2,605
329
$381K 0.1%
10,090
+960
330
$380K 0.1%
+10,560
331
$379K 0.1%
5,005
-501
332
$378K 0.1%
+26,935
333
$378K 0.1%
19,000
-1,300
334
$376K 0.1%
14,144
-10,201
335
$376K 0.1%
9,900
+310
336
$375K 0.1%
6,970
-325
337
$372K 0.1%
10,390
+9,620
338
$372K 0.1%
21,070
-1,630
339
$370K 0.1%
9,330
-400
340
$369K 0.1%
+5,400
341
$369K 0.1%
19,320
-746
342
$368K 0.1%
+5,845
343
$368K 0.1%
28,775
-830
344
$367K 0.1%
10,900
-225
345
$366K 0.1%
992
+29
346
$365K 0.1%
4,020
+75
347
$365K 0.1%
14,700
+13,510
348
$364K 0.1%
60,705
+8,610
349
$362K 0.1%
14,090
-1,188
350
$360K 0.1%
4,415
-185
12 13
14
15 16