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

Top Buys

1
+$4.74M
2
+$2.96M
3
+$2.91M
4
PNR icon
Pentair
PNR
+$2.29M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.72M

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
+$2.03M

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
$292K 0.08%
10,560
+325
402
$291K 0.08%
81,570
-5,795
403
$289K 0.08%
7,835
-905
404
$285K 0.08%
2,610
405
$285K 0.08%
9,350
-408
406
$285K 0.08%
4,680
+235
407
$281K 0.08%
1,629
-885
408
$280K 0.08%
4,635
-10,380
409
$280K 0.08%
6,245
+292
410
$280K 0.08%
5,875
-270
411
$278K 0.07%
4,070
+135
412
$276K 0.07%
3,100
-790
413
$275K 0.07%
11,920
+5,480
414
$274K 0.07%
3,135
-2,190
415
$273K 0.07%
8,980
+390
416
$269K 0.07%
+7,750
417
$269K 0.07%
3,945
+130
418
$269K 0.07%
22,385
+3,025
419
$268K 0.07%
17,050
+6,055
420
$267K 0.07%
+11,175
421
$267K 0.07%
5,975
-255
422
$263K 0.07%
4,905
+215
423
$262K 0.07%
20,205
+620
424
$262K 0.07%
3,850
-1,317
425
$261K 0.07%
4,710
+375
15 16
17
18 19