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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$218K 0.04%
2,655
-2,350
352
$218K 0.04%
3,440
-4,600
353
$218K 0.04%
2,525
-3,660
354
$217K 0.04%
7,285
+6,385
355
$214K 0.04%
1,157
-1,350
356
$213K 0.04%
2,755
-3,680
357
$212K 0.04%
3,365
-3,445
358
$212K 0.04%
+7,605
359
$211K 0.04%
2,336
-3,245
360
$211K 0.04%
+3,400
361
$211K 0.04%
+3,205
362
$211K 0.04%
4,407
-4,451
363
$211K 0.04%
1,865
-2,395
364
$210K 0.04%
7,460
-6,684
365
$210K 0.04%
1,900
-5
366
$209K 0.04%
1,973
-42
367
$209K 0.04%
4,935
-9,350
368
$208K 0.04%
8,130
-6,610
369
$207K 0.04%
6,690
-9,880
370
$207K 0.04%
3,955
-5,020
371
$204K 0.04%
8,534
-15,866
372
$203K 0.04%
+1,365
373
$202K 0.04%
2,895
-9,880
374
$201K 0.04%
2,485
-6,265
375
$200K 0.04%
+8,475
13 14
15
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