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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.11M
3
+$3.35M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$2.11M
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$2.03M

Top Sells

1
+$5.13M
2
+$1.92M
3
+$1.86M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 9.98%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$217K 0.06%
3,350
+905
327
$215K 0.06%
2,900
+990
328
$212K 0.06%
6,950
+2,115
329
$210K 0.06%
5,410
-1,285
330
$210K 0.06%
3,630
+1,095
331
$210K 0.06%
2,090
-20
332
$208K 0.06%
2,335
-545
333
$207K 0.06%
14,299
+1,770
334
$204K 0.06%
32,055
+2,165
335
$204K 0.06%
6,175
-25
336
$203K 0.06%
+1,920
337
$202K 0.06%
12,120
+3,380
338
$200K 0.06%
1,852
+800
339
$200K 0.06%
975
-190
340
$199K 0.06%
957
-15
341
$199K 0.06%
8,430
+1,575
342
$198K 0.06%
50,681
-19,792
343
$198K 0.06%
8,440
-100
344
$198K 0.06%
1,945
-610
345
$196K 0.05%
3,560
+100
346
$195K 0.05%
2,085
-1,375
347
$194K 0.05%
2,835
+745
348
$192K 0.05%
6,920
+2,195
349
$189K 0.05%
+6,990
350
$189K 0.05%
3,963
-42
12 13
14
15 16