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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$321K 0.1%
+36,640
352
$314K 0.1%
7,150
-245
353
$313K 0.1%
1,860
-330
354
$312K 0.1%
4,490
-735
355
$310K 0.1%
+7,578
356
$309K 0.1%
55,830
-21,920
357
$309K 0.1%
270
-10
358
$309K 0.1%
6,845
-2,285
359
$308K 0.1%
5,212
-2,305
360
$308K 0.1%
6,890
-540
361
$305K 0.1%
6,240
-1,015
362
$302K 0.1%
7,772
+74
363
$299K 0.09%
5,233
-1,993
364
$297K 0.09%
4,043
+776
365
$294K 0.09%
5,215
-405
366
$292K 0.09%
5,865
+90
367
$292K 0.09%
7,958
-29,079
368
$292K 0.09%
+3,855
369
$290K 0.09%
7,540
-630
370
$290K 0.09%
3,465
-375
371
$288K 0.09%
3,410
-555
372
$288K 0.09%
15,450
-2,360
373
$284K 0.09%
7,453
-2,565
374
$284K 0.09%
+15,930
375
$281K 0.09%
+2,610
13 14
15
16 17