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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$181K 0.06%
8,805
-16,955
352
$180K 0.06%
5,240
+455
353
$180K 0.06%
6,190
-730
354
$180K 0.06%
2,421
+2,261
355
$180K 0.06%
2,845
-5,315
356
$180K 0.06%
4,082
+387
357
$179K 0.06%
+4,140
358
$175K 0.06%
11,277
-3,022
359
$174K 0.05%
4,055
+250
360
$173K 0.05%
4,725
-80
361
$172K 0.05%
3,070
+1,110
362
$172K 0.05%
6,090
+1,665
363
$172K 0.05%
5,850
+12
364
$170K 0.05%
6,540
365
$169K 0.05%
5,710
+5
366
$169K 0.05%
9,215
+785
367
$166K 0.05%
5,094
-550
368
$165K 0.05%
3,637
-933
369
$164K 0.05%
6,955
+1,860
370
$163K 0.05%
13,280
+25
371
$163K 0.05%
5,650
+4,930
372
$161K 0.05%
7,720
+35
373
$161K 0.05%
+415
374
$161K 0.05%
1,925
-470
375
$160K 0.05%
2,020
+160
13 14
15
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