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
$290M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.82M
3
+$1.39M
4
EVHC
Envision Healthcare Holdings Inc
EVHC
+$1.25M
5
SH icon
ProShares Short S&P500
SH
+$1.21M

Top Sells

1
+$2.07M
2
+$1.75M
3
+$1.67M
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.63M
5
BAC icon
Bank of America
BAC
+$1.48M

Sector Composition

1 Industrials 13.9%
2 Financials 13.15%
3 Technology 11.24%
4 Consumer Discretionary 11.12%
5 Healthcare 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBS icon
326
Webster Financial
WBS
$10.4B
$207K 0.07%
4,130
-1,940
BSX icon
327
Boston Scientific
BSX
$131B
$206K 0.07%
8,295
-6,185
PZZA icon
328
Papa John's
PZZA
$1.19B
$205K 0.07%
2,565
-30
SHOP icon
329
Shopify
SHOP
$203B
$205K 0.07%
+30,150
WTRG icon
330
Essential Utilities
WTRG
$11.3B
$195K 0.07%
6,055
-60
CORE
331
DELISTED
Core Mark Holding Co., Inc.
CORE
$195K 0.07%
6,250
-1,190
GSM icon
332
FerroAtlántica
GSM
$920M
$194K 0.07%
18,810
+255
EPD icon
333
Enterprise Products Partners
EPD
$71.2B
$193K 0.07%
7,000
+405
CELG
334
DELISTED
Celgene Corp
CELG
$192K 0.07%
1,541
+1,043
GTLS icon
335
Chart Industries
GTLS
$9.32B
$191K 0.07%
5,465
-45
UNH icon
336
UnitedHealth
UNH
$300B
$191K 0.07%
1,165
+109
IMCG icon
337
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.23B
$190K 0.07%
6,540
SAIC icon
338
Saic
SAIC
$5.02B
$189K 0.07%
2,535
-985
AOS icon
339
A.O. Smith
AOS
$10.1B
$187K 0.06%
3,650
-635
AME icon
340
Ametek
AME
$49.6B
$186K 0.06%
3,435
-1,280
VTI icon
341
Vanguard Total Stock Market ETF
VTI
$582B
$184K 0.06%
1,520
SAVE
342
DELISTED
Spirit Airlines, Inc.
SAVE
$184K 0.06%
3,476
-35
CCJ icon
343
Cameco
CCJ
$50.7B
$183K 0.06%
16,575
-2,885
EXP icon
344
Eagle Materials
EXP
$7.43B
$183K 0.06%
1,885
-750
FIS icon
345
Fidelity National Information Services
FIS
$32.8B
$183K 0.06%
2,295
-920
PVH icon
346
PVH
PVH
$2.96B
$183K 0.06%
1,765
-1,565
HFWA icon
347
Heritage Financial
HFWA
$852M
$182K 0.06%
7,360
-95
IBN icon
348
ICICI Bank
IBN
$110B
$182K 0.06%
23,254
-3,597
ATR icon
349
AptarGroup
ATR
$8.18B
$179K 0.06%
2,330
+240
LH icon
350
Labcorp
LH
$22.5B
$179K 0.06%
1,449
-943
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