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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$274K 0.06%
1,075
-555
327
$271K 0.05%
6,350
-2,920
328
$266K 0.05%
14,655
-4,730
329
$263K 0.05%
6,450
+40
330
$259K 0.05%
3,445
+165
331
$254K 0.05%
6,260
-5,180
332
$252K 0.05%
5,375
-9,350
333
$251K 0.05%
6,495
+4,560
334
$251K 0.05%
2,115
-3,440
335
$248K 0.05%
12,120
-12,720
336
$246K 0.05%
+172
337
$240K 0.05%
3,195
-4,870
338
$235K 0.05%
1,435
-1,000
339
$234K 0.05%
3,525
-6,960
340
$230K 0.05%
15,150
-19,800
341
$229K 0.05%
+5,820
342
$227K 0.05%
13,990
-9,825
343
$226K 0.05%
4,888
+125
344
$225K 0.05%
10,880
345
$224K 0.05%
3,695
-3,085
346
$224K 0.05%
9,500
347
$222K 0.04%
10,695
-10,815
348
$222K 0.04%
6,615
-13,695
349
$221K 0.04%
30,790
-5,854
350
$219K 0.04%
16,260
-26,380
12 13
14
15 16