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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$169K 0.06%
+1,506
352
$169K 0.06%
1,056
+46
353
$168K 0.06%
4,860
+486
354
$167K 0.05%
5,849
-5
355
$165K 0.05%
3,780
-1,340
356
$165K 0.05%
10,270
-3,360
357
$164K 0.05%
2,687
-791
358
$162K 0.05%
1,474
+1,470
359
$162K 0.05%
+6,280
360
$162K 0.05%
2,289
+439
361
$161K 0.05%
1,660
-610
362
$158K 0.05%
7,955
-4,865
363
$158K 0.05%
+3,265
364
$158K 0.05%
17,465
-9,430
365
$156K 0.05%
2,469
-56
366
$154K 0.05%
2,090
-25
367
$153K 0.05%
3,660
-15
368
$153K 0.05%
5,776
-269
369
$153K 0.05%
5,098
-1,828
370
$152K 0.05%
7,535
-280
371
$152K 0.05%
3,475
-540
372
$151K 0.05%
7,815
+1,465
373
$148K 0.05%
4,170
+40
374
$146K 0.05%
19
-6
375
$146K 0.05%
21,080
-6,640
13 14
15
16 17