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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$158K 0.03%
4,620
-410
402
$156K 0.03%
2,504
-280
403
$156K 0.03%
22,300
+7,025
404
$155K 0.03%
3,155
+304
405
$154K 0.03%
3,707
+322
406
$154K 0.03%
1,025
+66
407
$154K 0.03%
1,995
-760
408
$154K 0.03%
3,756
+361
409
$153K 0.03%
1,833
+216
410
$152K 0.03%
1,375
+105
411
$152K 0.03%
2,338
-542
412
$151K 0.03%
8,115
+775
413
$151K 0.03%
3,581
+333
414
$151K 0.03%
3,115
+887
415
$151K 0.03%
4,995
-2,290
416
$149K 0.03%
5,080
+490
417
$148K 0.03%
+2,575
418
$145K 0.03%
1,740
-85
419
$144K 0.03%
3,639
-4,179
420
$144K 0.03%
7,485
+680
421
$143K 0.03%
5,350
+3,790
422
$143K 0.03%
4,174
-390
423
$142K 0.03%
7,625
+730
424
$141K 0.03%
+2,710
425
$140K 0.03%
2,455
-3,195
15 16
17
18 19