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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$295K 0.08%
10,033
+119
402
$292K 0.08%
10,560
+325
403
$291K 0.08%
81,570
-5,795
404
$289K 0.08%
7,835
-905
405
$285K 0.08%
2,610
406
$285K 0.08%
9,350
-408
407
$285K 0.08%
4,680
+235
408
$281K 0.08%
1,629
-885
409
$280K 0.08%
4,635
-10,380
410
$280K 0.08%
6,245
+292
411
$280K 0.08%
5,875
-270
412
$278K 0.07%
4,070
+135
413
$276K 0.07%
3,100
-790
414
$275K 0.07%
11,920
+5,480
415
$274K 0.07%
3,135
-2,190
416
$273K 0.07%
8,980
+390
417
$269K 0.07%
+7,750
418
$269K 0.07%
3,945
+130
419
$269K 0.07%
22,385
+3,025
420
$268K 0.07%
17,050
+6,055
421
$267K 0.07%
+11,175
422
$267K 0.07%
5,975
-255
423
$263K 0.07%
4,905
+215
424
$262K 0.07%
20,205
+620
425
$262K 0.07%
3,850
-1,317
15 16
17
18 19