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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$141K 0.04%
25,050
+468
402
$140K 0.04%
26
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403
$138K 0.04%
9,665
-8,485
404
$135K 0.04%
+5,610
405
$135K 0.04%
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406
$134K 0.04%
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407
$134K 0.04%
6,270
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408
$129K 0.04%
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409
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410
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2,875
411
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1,470
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412
$126K 0.04%
800
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413
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414
$124K 0.04%
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415
$124K 0.04%
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416
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417
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419
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420
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421
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4,175
-1,305
422
$117K 0.04%
1,193
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423
$117K 0.04%
12,530
-35
424
$116K 0.04%
7,875
+2,985
425
$115K 0.04%
3,503
-1,995
15 16
17
18 19