IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
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
+$4.68M
2
+$3.92M
3
+$3.86M
4
MBB icon
iShares MBS ETF
MBB
+$2.94M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.69M

Top Sells

1
+$1.83M
2
+$1.43M
3
+$1.29M
4
TRN icon
Trinity Industries
TRN
+$1.13M
5
VOD icon
Vodafone
VOD
+$1.12M

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
$250K 0.08%
4,220
402
$249K 0.08%
9,975
-95
403
$246K 0.08%
+6,320
404
$245K 0.08%
2,725
-325
405
$240K 0.08%
+9,640
406
$239K 0.08%
5,520
-580
407
$239K 0.08%
2,020
-165
408
$238K 0.08%
7,695
-660
409
$233K 0.07%
5,198
-1,132
410
$231K 0.07%
20,707
-22,913
411
$231K 0.07%
8,760
-336
412
$230K 0.07%
7,062
-10
413
$230K 0.07%
+6,135
414
$229K 0.07%
3,550
-300
415
$228K 0.07%
+5,730
416
$228K 0.07%
4,115
-2,150
417
$225K 0.07%
6,615
-560
418
$224K 0.07%
+3,195
419
$221K 0.07%
4,780
-390
420
$220K 0.07%
5,000
-1,380
421
$219K 0.07%
+4,340
422
$218K 0.07%
6,475
-1,745
423
$218K 0.07%
3,010
+110
424
$217K 0.07%
4,725
425
$217K 0.07%
17,180
-3,420
15 16
17
18 19