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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$198K 0.04%
1,955
377
$198K 0.04%
4,200
-8,520
378
$194K 0.04%
4,680
-4,650
379
$193K 0.04%
5,390
-23,680
380
$192K 0.04%
2,784
+210
381
$192K 0.04%
+14,125
382
$190K 0.04%
1,825
+1,070
383
$190K 0.04%
2,380
384
$190K 0.04%
4,930
-4,970
385
$190K 0.04%
1,042
-2,192
386
$189K 0.04%
24,234
-41,568
387
$189K 0.04%
8,130
-16,725
388
$186K 0.04%
2,760
-905
389
$185K 0.04%
+3,005
390
$183K 0.04%
3,784
-7,640
391
$181K 0.04%
5,610
-11,552
392
$181K 0.04%
11,300
-23,415
393
$178K 0.04%
17
-38
394
$177K 0.04%
5,030
-6,550
395
$176K 0.04%
2,180
-2,370
396
$175K 0.04%
4,600
-8,685
397
$175K 0.04%
10,500
-21,710
398
$174K 0.04%
17,030
-20,315
399
$174K 0.04%
3,030
-3,940
400
$173K 0.03%
13,920
-28,440
14 15
16
17 18