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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$208K 0.06%
3,460
-1,630
327
$208K 0.06%
72,587
-78,009
328
$207K 0.06%
10,490
-7,100
329
$206K 0.06%
+43,400
330
$206K 0.06%
4,355
+85
331
$206K 0.06%
6,350
+235
332
$203K 0.06%
3,125
-225
333
$202K 0.06%
4,805
+3,212
334
$200K 0.06%
29,355
-2,780
335
$199K 0.06%
8,540
-1,425
336
$198K 0.06%
2,580
-1,585
337
$198K 0.06%
9,240
338
$195K 0.06%
12,529
-1,167
339
$195K 0.06%
29,890
+8,155
340
$190K 0.06%
1,180
-250
341
$189K 0.06%
972
-90
342
$187K 0.06%
4,005
-379
343
$186K 0.06%
6,200
+790
344
$185K 0.05%
2,235
-595
345
$184K 0.05%
3,905
+605
346
$184K 0.05%
2,110
-195
347
$179K 0.05%
4,635
-225
348
$177K 0.05%
5,146
+100
349
$177K 0.05%
2,690
-10
350
$175K 0.05%
14,645
-1,385
12 13
14
15 16