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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$207K 0.04%
1,380
-465
352
$207K 0.04%
4,186
+402
353
$207K 0.04%
+6,115
354
$206K 0.04%
3,835
-3,145
355
$206K 0.04%
3,031
-908
356
$203K 0.04%
1,241
-124
357
$202K 0.04%
1,265
-485
358
$201K 0.04%
+1,367
359
$201K 0.04%
7,415
-715
360
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12,505
+1,205
361
$198K 0.04%
2,173
-2,622
362
$198K 0.04%
+3,105
363
$195K 0.04%
26,159
+1,925
364
$194K 0.04%
11,515
-2,475
365
$194K 0.04%
2,585
+100
366
$193K 0.04%
4,190
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367
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368
$192K 0.04%
1,514
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369
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3,960
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370
$191K 0.04%
1,600
+475
371
$190K 0.04%
2,256
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372
$190K 0.04%
2,041
-139
373
$190K 0.04%
+31,850
374
$189K 0.04%
1,665
+1,190
375
$186K 0.04%
6,203
+593
13 14
15
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