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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$158K 0.05%
13,118
-5
377
$157K 0.05%
9,410
+145
378
$157K 0.05%
5,594
+15
379
$157K 0.05%
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-50
380
$156K 0.05%
6,855
+22
381
$156K 0.05%
2,500
+205
382
$156K 0.05%
10,475
+1,045
383
$156K 0.05%
5,080
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384
$156K 0.05%
845
-35
385
$154K 0.05%
9,800
-19,775
386
$152K 0.05%
2,353
-8
387
$151K 0.05%
+9,750
388
$151K 0.05%
+2,655
389
$151K 0.05%
5,584
+185
390
$151K 0.05%
5,240
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391
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3,336
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393
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-15
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395
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7,688
-15,052
396
$145K 0.05%
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397
$145K 0.05%
5,080
-1,320
398
$145K 0.05%
12,725
-35
399
$144K 0.05%
302
+132
400
$143K 0.05%
2,155
-255
14 15
16
17 18