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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$359K 0.1%
3,665
-150
352
$359K 0.1%
10,210
+185
353
$357K 0.1%
+4,230
354
$356K 0.1%
4,628
-289
355
$356K 0.1%
7,671
+3,266
356
$355K 0.1%
8,858
-2,827
357
$354K 0.1%
2,915
+2,585
358
$352K 0.09%
4,977
-729
359
$351K 0.09%
4,190
-8,665
360
$351K 0.09%
8,525
-1,830
361
$350K 0.09%
8,390
+6,595
362
$347K 0.09%
7,375
-375
363
$346K 0.09%
29,420
-2,400
364
$344K 0.09%
12,065
-645
365
$344K 0.09%
+16,540
366
$343K 0.09%
229
+96
367
$342K 0.09%
29,997
+25,332
368
$340K 0.09%
4,550
-485
369
$339K 0.09%
4,602
+2,022
370
$337K 0.09%
515
-905
371
$337K 0.09%
6,270
+5,240
372
$334K 0.09%
+3,970
373
$332K 0.09%
9,730
+740
374
$331K 0.09%
7,855
-480
375
$330K 0.09%
15,927
-1,176
13 14
15
16 17