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
$358M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.11M
3
+$3.35M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$2.11M
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$2.03M

Top Sells

1
+$5.13M
2
+$1.92M
3
+$1.86M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$1.74M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Sector Composition

1 Industrials 12.32%
2 Consumer Discretionary 12.05%
3 Financials 10.12%
4 Technology 10.01%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$153K 0.04%
9,430
+3,675
402
$152K 0.04%
10,205
+2,390
403
$152K 0.04%
3,875
+1,855
404
$151K 0.04%
6,400
+5,505
405
$151K 0.04%
880
+575
406
$150K 0.04%
5,705
+205
407
$150K 0.04%
1,513
+155
408
$150K 0.04%
12,565
+4,830
409
$148K 0.04%
4,405
-3,470
410
$147K 0.04%
2,255
-870
411
$146K 0.04%
1,860
+490
412
$146K 0.04%
3,100
-2,025
413
$146K 0.04%
1,780
+205
414
$146K 0.04%
2,731
+736
415
$146K 0.04%
3,045
+820
416
$144K 0.04%
8,795
+510
417
$144K 0.04%
+1,710
418
$143K 0.04%
9,265
-115
419
$143K 0.04%
6,250
+340
420
$143K 0.04%
+3,695
421
$142K 0.04%
2,615
+685
422
$142K 0.04%
2,410
+250
423
$141K 0.04%
13,255
+620
424
$141K 0.04%
6,950
-120
425
$139K 0.04%
5,225
+300
15 16
17
18 19