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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.96M
3
+$2.91M
4
PNR icon
Pentair
PNR
+$2.29M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.72M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.03M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$327K 0.09%
23,785
-29,483
377
$327K 0.09%
+6,405
378
$326K 0.09%
3,975
+65
379
$324K 0.09%
11,726
-6,165
380
$321K 0.09%
56,581
-5,932
381
$321K 0.09%
5,540
-2,300
382
$320K 0.09%
8,889
+7,269
383
$320K 0.09%
37,345
+34,401
384
$320K 0.09%
18,725
+595
385
$319K 0.09%
5,060
-499
386
$316K 0.09%
8,555
+270
387
$314K 0.08%
+10,225
388
$314K 0.08%
55,910
-3,690
389
$314K 0.08%
10,058
+1,221
390
$313K 0.08%
3,620
+70
391
$310K 0.08%
6,830
+220
392
$310K 0.08%
+7,145
393
$309K 0.08%
27,391
-1,240
394
$303K 0.08%
3,135
-397
395
$302K 0.08%
6,460
+75
396
$301K 0.08%
13,585
+385
397
$299K 0.08%
4,259
+114
398
$298K 0.08%
7,182
-105
399
$296K 0.08%
3,475
+165
400
$295K 0.08%
10,033
+119
14 15
16
17 18