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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$125K 0.04%
1,695
-100
402
$123K 0.04%
4,053
+2,825
403
$123K 0.04%
3,865
-1,090
404
$122K 0.04%
2,648
-712
405
$122K 0.04%
689
-218
406
$122K 0.04%
2,824
-932
407
$121K 0.04%
1,704
-519
408
$121K 0.04%
5,055
-1,418
409
$121K 0.04%
1,937
-511
410
$121K 0.04%
3,165
-2,190
411
$120K 0.04%
3,128
+598
412
$119K 0.04%
2,330
-1,295
413
$119K 0.04%
7,781
-2,394
414
$119K 0.04%
2,818
-928
415
$118K 0.04%
2,160
+160
416
$118K 0.04%
+1,640
417
$117K 0.04%
1,270
-75
418
$117K 0.04%
10,235
+1,660
419
$116K 0.04%
1,590
+305
420
$115K 0.04%
1,240
-175
421
$113K 0.04%
4,110
+1,180
422
$113K 0.04%
484
+39
423
$113K 0.04%
810
+65
424
$113K 0.04%
2,144
+1,385
425
$113K 0.04%
4,610
-1,315
15 16
17
18 19