IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$4.68M
2
+$3.92M
3
+$3.86M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.69M

Top Sells

1
+$1.83M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.13M
5
VOD icon
Vodafone
VOD
+$1.12M

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
$314K 0.1%
7,150
-245
352
$313K 0.1%
1,860
-330
353
$312K 0.1%
4,490
-735
354
$310K 0.1%
+7,578
355
$309K 0.1%
55,830
-21,920
356
$309K 0.1%
270
-10
357
$309K 0.1%
6,845
-2,285
358
$308K 0.1%
5,212
-2,305
359
$308K 0.1%
6,890
-540
360
$305K 0.1%
6,240
-1,015
361
$302K 0.1%
7,772
+74
362
$299K 0.09%
5,233
-1,993
363
$297K 0.09%
4,043
+776
364
$294K 0.09%
5,215
-405
365
$292K 0.09%
5,865
+90
366
$292K 0.09%
7,958
-29,079
367
$292K 0.09%
+3,855
368
$290K 0.09%
3,465
-375
369
$290K 0.09%
7,540
-630
370
$288K 0.09%
3,410
-555
371
$288K 0.09%
15,450
-2,360
372
$284K 0.09%
7,453
-2,565
373
$284K 0.09%
+15,930
374
$281K 0.09%
+2,610
375
$280K 0.09%
9,375
+1,490
13 14
15
16 17