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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$191K 0.06%
7,625
-35
327
$190K 0.06%
4,160
+260
328
$185K 0.06%
2,775
-140
329
$184K 0.06%
6,115
-20
330
$183K 0.06%
+26,851
331
$183K 0.06%
+4,695
332
$182K 0.06%
3,340
+1,735
333
$181K 0.06%
3,638
+3,610
334
$181K 0.06%
5,895
-5,095
335
$181K 0.06%
9,590
+1,335
336
$180K 0.06%
6,821
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337
$179K 0.06%
+5,160
338
$179K 0.06%
4,930
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339
$179K 0.06%
2,735
-110
340
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-35
341
$178K 0.06%
2,356
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342
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6,540
343
$177K 0.06%
6,900
-20
344
$177K 0.06%
9,475
+3,825
345
$176K 0.06%
10,930
-210
346
$175K 0.06%
6,030
-1,965
347
$175K 0.06%
1,520
-2,920
348
$173K 0.06%
6,260
-305
349
$173K 0.06%
3,003
-12
350
$173K 0.06%
1,485
-495
12 13
14
15 16