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
$316M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.04M
3
+$3.77M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.81M

Top Sells

1
+$1.84M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.27M
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$1.1M

Sector Composition

1 Industrials 15.23%
2 Technology 9.31%
3 Financials 8.49%
4 Healthcare 8.21%
5 Consumer Discretionary 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$251K 0.08%
+12,325
402
$250K 0.08%
4,220
403
$249K 0.08%
9,975
-95
404
$246K 0.08%
+6,320
405
$245K 0.08%
2,725
-325
406
$240K 0.08%
+9,640
407
$239K 0.08%
5,520
-580
408
$239K 0.08%
2,020
-165
409
$238K 0.08%
7,695
-660
410
$233K 0.07%
5,198
-1,132
411
$231K 0.07%
20,707
-22,913
412
$231K 0.07%
8,760
-336
413
$230K 0.07%
7,062
-10
414
$230K 0.07%
+6,135
415
$229K 0.07%
3,550
-300
416
$228K 0.07%
+5,730
417
$228K 0.07%
4,115
-2,150
418
$225K 0.07%
6,615
-560
419
$224K 0.07%
+3,195
420
$221K 0.07%
4,780
-390
421
$220K 0.07%
5,000
-1,380
422
$219K 0.07%
+4,340
423
$218K 0.07%
6,475
-1,745
424
$218K 0.07%
3,010
+110
425
$217K 0.07%
4,725
15 16
17
18 19