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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$253K 0.05%
26,686
+12,754
327
$251K 0.05%
8,610
-2,550
328
$248K 0.05%
8,100
+685
329
$246K 0.05%
8,990
+3,640
330
$242K 0.05%
3,805
+1,810
331
$241K 0.05%
5,400
+390
332
$240K 0.05%
4,287
-155
333
$236K 0.05%
2,585
+135
334
$235K 0.05%
2,870
-375
335
$233K 0.05%
13,440
+1,925
336
$233K 0.05%
1,855
+120
337
$231K 0.05%
4,975
-385
338
$230K 0.05%
15,900
+968
339
$229K 0.05%
3,285
+187
340
$229K 0.05%
3,155
-295
341
$229K 0.05%
4,830
+640
342
$229K 0.05%
2,000
+400
343
$228K 0.05%
2,105
+370
344
$228K 0.05%
3,385
+74
345
$227K 0.05%
8,630
+230
346
$226K 0.05%
4,595
+2,055
347
$225K 0.05%
+5,890
348
$224K 0.04%
4,325
+282
349
$223K 0.04%
7,505
+195
350
$222K 0.04%
2,275
+467
12 13
14
15 16