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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$222K 0.04%
9,510
-1,201
352
$220K 0.04%
5,345
-2,070
353
$217K 0.04%
21,980
-903
354
$217K 0.04%
1,365
-2
355
$215K 0.04%
8,369
-57
356
$215K 0.04%
1,130
-150
357
$213K 0.04%
14,217
+330
358
$209K 0.04%
+3,250
359
$209K 0.04%
6,715
+1,054
360
$209K 0.04%
155
-21
361
$209K 0.04%
+9,980
362
$207K 0.04%
8,720
-3,574
363
$206K 0.04%
5,640
-1,320
364
$205K 0.04%
15,740
+380
365
$205K 0.04%
1,187
+1
366
$205K 0.04%
1,175
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367
$204K 0.04%
+2,090
368
$204K 0.04%
3,875
+119
369
$203K 0.04%
+6,390
370
$201K 0.04%
2,705
+70
371
$197K 0.04%
+10,635
372
$196K 0.04%
4,928
-607
373
$194K 0.04%
3,162
+658
374
$191K 0.04%
4,620
+155
375
$186K 0.04%
6,363
+160
13 14
15
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