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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$164K 0.03%
22,705
+230
402
$164K 0.03%
10,030
+660
403
$163K 0.03%
2,765
-68
404
$161K 0.03%
+2,065
405
$161K 0.03%
2,235
+55
406
$158K 0.03%
8,365
+2,025
407
$158K 0.03%
3,820
+235
408
$157K 0.03%
+2,800
409
$157K 0.03%
1,350
-184
410
$156K 0.03%
3,910
+100
411
$156K 0.03%
4,035
+1,640
412
$154K 0.03%
3,080
+3,050
413
$152K 0.03%
23,003
-3,156
414
$152K 0.03%
1,035
+455
415
$152K 0.03%
630
+330
416
$151K 0.03%
5,700
+1,380
417
$151K 0.03%
3,620
+1,465
418
$151K 0.03%
6,165
+165
419
$150K 0.03%
5,004
+1,194
420
$149K 0.03%
15,837
+7,211
421
$148K 0.03%
1,740
+350
422
$146K 0.03%
1,050
+25
423
$146K 0.03%
2,870
+690
424
$145K 0.03%
2,270
-68
425
$145K 0.03%
7,890
+405
15 16
17
18 19