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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$280K 0.09%
9,375
+1,490
377
$280K 0.09%
9,790
-5
378
$279K 0.09%
5,620
-2,745
379
$279K 0.09%
10,345
-25
380
$277K 0.09%
7,665
-11,795
381
$276K 0.09%
3,990
-545
382
$275K 0.09%
7,835
-3,190
383
$274K 0.09%
6,000
-6,786
384
$272K 0.09%
2,185
-2,746
385
$272K 0.09%
4,425
-720
386
$272K 0.09%
7,680
-290
387
$271K 0.09%
+3,350
388
$271K 0.09%
2,900
-275
389
$271K 0.09%
2,785
-1,010
390
$269K 0.09%
20,470
-4,750
391
$267K 0.08%
3,315
-920
392
$266K 0.08%
3,545
+30
393
$265K 0.08%
+6,105
394
$265K 0.08%
66,800
-11,940
395
$262K 0.08%
+7,170
396
$262K 0.08%
4,590
397
$258K 0.08%
+5,699
398
$255K 0.08%
+5,730
399
$255K 0.08%
2,520
-200
400
$252K 0.08%
2,920
-120
14 15
16
17 18