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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$175K 0.05%
+1,860
352
$175K 0.05%
3,791
+260
353
$174K 0.05%
3,805
-1,925
354
$170K 0.05%
3,370
+685
355
$170K 0.05%
9,240
+1,810
356
$168K 0.05%
23,909
-46,393
357
$168K 0.05%
4,735
-4,285
358
$168K 0.05%
6,540
359
$168K 0.05%
3,899
+825
360
$166K 0.05%
4,525
+1,890
361
$166K 0.05%
9,330
-1,830
362
$165K 0.05%
1,312
+257
363
$165K 0.05%
15,505
-2,510
364
$163K 0.05%
2,445
+500
365
$162K 0.05%
8,740
+1,615
366
$160K 0.05%
10,860
-1,025
367
$157K 0.05%
1,514
-1,460
368
$157K 0.05%
3,595
-335
369
$157K 0.05%
18,041
-1,706
370
$156K 0.05%
13,695
-1,295
371
$155K 0.05%
11,340
-1,840
372
$153K 0.05%
12,257
-1,980
373
$152K 0.05%
9,380
+8,610
374
$150K 0.04%
2,565
-550
375
$150K 0.04%
5,035
+1,050
13 14
15
16 17