IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$4.68M
2
+$3.92M
3
+$3.86M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.69M

Top Sells

1
+$1.83M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.13M
5
VOD icon
Vodafone
VOD
+$1.12M

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%
9,790
-5
377
$279K 0.09%
5,620
-2,745
378
$279K 0.09%
10,345
-25
379
$277K 0.09%
7,665
-11,795
380
$276K 0.09%
3,990
-545
381
$275K 0.09%
7,835
-3,190
382
$274K 0.09%
6,000
-6,786
383
$272K 0.09%
2,185
-2,746
384
$272K 0.09%
4,425
-720
385
$272K 0.09%
7,680
-290
386
$271K 0.09%
+3,350
387
$271K 0.09%
2,900
-275
388
$271K 0.09%
2,785
-1,010
389
$269K 0.09%
20,470
-4,750
390
$267K 0.08%
3,315
-920
391
$266K 0.08%
3,545
+30
392
$265K 0.08%
66,800
-11,940
393
$265K 0.08%
+6,105
394
$262K 0.08%
+7,170
395
$262K 0.08%
4,590
396
$258K 0.08%
+5,699
397
$255K 0.08%
+5,730
398
$255K 0.08%
2,520
-200
399
$252K 0.08%
2,920
-120
400
$251K 0.08%
+12,325
14 15
16
17 18