IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.96M
3
+$2.91M
4
PNR icon
Pentair
PNR
+$2.29M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.72M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.03M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$260K 0.07%
6,675
+4,270
427
$259K 0.07%
18,655
+1,010
428
$258K 0.07%
5,860
+1,550
429
$253K 0.07%
8,190
+325
430
$252K 0.07%
5,670
+285
431
$251K 0.07%
8,121
+845
432
$250K 0.07%
2,149
-820
433
$249K 0.07%
7,122
+3,242
434
$248K 0.07%
6,730
-345
435
$248K 0.07%
+6,410
436
$244K 0.07%
3,195
+155
437
$240K 0.06%
48,025
-19,425
438
$240K 0.06%
7,713
-723
439
$238K 0.06%
9,370
-1,925
440
$237K 0.06%
5,255
+255
441
$236K 0.06%
9,705
+1,449
442
$236K 0.06%
3,495
-230
443
$234K 0.06%
3,280
-1,055
444
$233K 0.06%
5,170
+1,435
445
$232K 0.06%
4,435
-325
446
$230K 0.06%
4,225
+180
447
$230K 0.06%
8,925
+120
448
$227K 0.06%
3,295
+205
449
$226K 0.06%
4,547
-308
450
$226K 0.06%
7,164
+222
16 17
18
19 20