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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$186K 0.04%
11,590
+1,090
377
$185K 0.04%
5,644
+544
378
$185K 0.04%
8,930
-1,950
379
$185K 0.04%
1,066
-91
380
$182K 0.04%
6,540
381
$182K 0.04%
1,808
+225
382
$182K 0.04%
1,534
-676
383
$181K 0.04%
19
+2
384
$181K 0.04%
14,100
+1,385
385
$181K 0.04%
2,180
+225
386
$178K 0.04%
9,370
+500
387
$177K 0.04%
3,565
-1,323
388
$176K 0.04%
3,390
-135
389
$176K 0.04%
2,833
-197
390
$174K 0.04%
3,810
+365
391
$172K 0.04%
10,559
+2,129
392
$169K 0.03%
6,000
+573
393
$167K 0.03%
6,960
+135
394
$166K 0.03%
8,375
+835
395
$164K 0.03%
2,365
-215
396
$164K 0.03%
3,075
+10
397
$163K 0.03%
2,020
-360
398
$162K 0.03%
3,790
-2,030
399
$161K 0.03%
7,110
+685
400
$159K 0.03%
7,170
-2,330
14 15
16
17 18