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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$172K 0.03%
2,790
-55
402
$172K 0.03%
6,405
-13,410
403
$171K 0.03%
6,540
404
$169K 0.03%
34,081
-70,564
405
$169K 0.03%
3,535
-4,505
406
$169K 0.03%
2,880
-3,875
407
$168K 0.03%
4,564
-6,336
408
$166K 0.03%
1,583
+172
409
$164K 0.03%
+1,125
410
$164K 0.03%
+8,870
411
$163K 0.03%
4,268
-7,140
412
$161K 0.03%
2,580
-5,245
413
$157K 0.03%
14,255
-29,100
414
$157K 0.03%
5,100
-10,554
415
$156K 0.03%
3,065
+150
416
$156K 0.03%
12,715
-25,775
417
$156K 0.03%
5,427
-11,166
418
$156K 0.03%
1,955
-4,015
419
$155K 0.03%
+7,703
420
$155K 0.03%
5,515
+2,985
421
$155K 0.03%
2,310
-3,250
422
$153K 0.03%
3,445
-7,010
423
$153K 0.03%
8,430
+2,050
424
$148K 0.03%
8,110
+1,112
425
$148K 0.03%
1,240
+170
15 16
17
18 19