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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$203K 0.06%
17,779
-12
327
$201K 0.06%
11,935
+30
328
$201K 0.06%
7,660
+670
329
$201K 0.06%
5,760
-415
330
$201K 0.06%
3,965
-11
331
$201K 0.06%
1,885
-450
332
$199K 0.06%
+11,215
333
$198K 0.06%
5,820
-4,595
334
$196K 0.06%
3,825
+725
335
$195K 0.06%
3,973
+10
336
$194K 0.06%
2,395
+685
337
$192K 0.06%
2,905
+135
338
$192K 0.06%
22,235
-225
339
$191K 0.06%
14,425
-5
340
$191K 0.06%
+11,620
341
$190K 0.06%
12,220
+1,005
342
$189K 0.06%
3,734
-10
343
$189K 0.06%
2,593
-10
344
$188K 0.06%
3,560
+5
345
$188K 0.06%
7,899
-31
346
$188K 0.06%
6,380
-2,975
347
$186K 0.06%
1,765
-155
348
$184K 0.06%
29,830
-2,225
349
$183K 0.06%
9,200
-2,063
350
$182K 0.06%
10,765
+25
12 13
14
15 16