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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$184K 0.04%
3,949
+834
377
$183K 0.04%
2,080
+935
378
$182K 0.04%
3,315
+210
379
$181K 0.04%
1,925
-1,260
380
$181K 0.04%
4,295
+109
381
$180K 0.04%
1,530
+1,295
382
$179K 0.04%
+32,290
383
$179K 0.04%
3,095
+1,255
384
$179K 0.04%
6,540
385
$177K 0.04%
1,470
+590
386
$177K 0.04%
3,725
+335
387
$175K 0.04%
3,055
+480
388
$174K 0.03%
+4,685
389
$173K 0.03%
+614
390
$173K 0.03%
2,750
+2,635
391
$171K 0.03%
12,840
+335
392
$169K 0.03%
+17,980
393
$167K 0.03%
7,313
+195
394
$166K 0.03%
11,895
+305
395
$166K 0.03%
1,965
-208
396
$165K 0.03%
5,780
+136
397
$165K 0.03%
5,305
+310
398
$164K 0.03%
20
+1
399
$164K 0.03%
14,475
+375
400
$164K 0.03%
19,900
-2,400
14 15
16
17 18