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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$231K 0.05%
8,400
-2,510
327
$231K 0.05%
13,887
-4,043
328
$231K 0.05%
5,360
+425
329
$229K 0.05%
7,310
+695
330
$229K 0.05%
1,735
-130
331
$225K 0.05%
3,311
-129
332
$222K 0.05%
9,015
+885
333
$220K 0.05%
3,098
-267
334
$220K 0.05%
14,932
-1,328
335
$220K 0.05%
1,680
-80
336
$219K 0.04%
9,320
+6,345
337
$216K 0.04%
2,450
-205
338
$216K 0.04%
15,360
+1,440
339
$216K 0.04%
3,756
-199
340
$215K 0.04%
8,426
-108
341
$214K 0.04%
4,043
-364
342
$213K 0.04%
4,101
+2,951
343
$212K 0.04%
22,883
+5,853
344
$211K 0.04%
+1,280
345
$210K 0.04%
+5,661
346
$210K 0.04%
2,558
-495
347
$210K 0.04%
5,535
+1,267
348
$208K 0.04%
3,967
-1,591
349
$208K 0.04%
7,118
+713
350
$208K 0.04%
13,175
-950
12 13
14
15 16