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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$1.92M
3
+$1.86M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Top Sells

1
+$7.03M
2
+$5.36M
3
+$4.54M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
AAPL icon
Apple
AAPL
+$3.42M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$149K 0.04%
4,150
+835
377
$149K 0.04%
6,855
+1,325
378
$148K 0.04%
5,556
-901
379
$146K 0.04%
4,835
+2,000
380
$146K 0.04%
2,770
-635
381
$146K 0.04%
4,097
-25
382
$145K 0.04%
3,565
+735
383
$143K 0.04%
1,358
+190
384
$143K 0.04%
1,995
+408
385
$141K 0.04%
5,004
+730
386
$141K 0.04%
2,901
387
$141K 0.04%
2,535
+1,740
388
$140K 0.04%
2,175
-625
389
$140K 0.04%
7,780
-1,635
390
$139K 0.04%
5,189
-9,630
391
$139K 0.04%
4,910
+1,010
392
$138K 0.04%
7,815
-17,437
393
$138K 0.04%
5,314
-861
394
$137K 0.04%
21,970
-155
395
$137K 0.04%
2,965
+200
396
$137K 0.04%
4,970
+1,010
397
$136K 0.04%
3,030
+2,630
398
$136K 0.04%
4,260
-18,312
399
$135K 0.04%
1,610
+310
400
$135K 0.04%
1,695
-340
14 15
16
17 18