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
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.02M
3
+$2.78M
4
PNR icon
Pentair
PNR
+$2.18M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.75M

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
+$1.92M

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
$261K 0.07%
4,710
+375
427
$260K 0.07%
6,675
+4,270
428
$259K 0.07%
18,655
+1,010
429
$258K 0.07%
5,860
+1,550
430
$253K 0.07%
8,190
+325
431
$252K 0.07%
5,670
+285
432
$251K 0.07%
8,121
+845
433
$250K 0.07%
2,149
-820
434
$249K 0.07%
7,122
+3,242
435
$248K 0.07%
6,730
-345
436
$248K 0.07%
+6,410
437
$244K 0.07%
3,195
+155
438
$240K 0.06%
7,713
-723
439
$240K 0.06%
48,025
-19,425
440
$238K 0.06%
9,370
-1,925
441
$237K 0.06%
5,255
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442
$236K 0.06%
3,495
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443
$236K 0.06%
9,705
+1,449
444
$234K 0.06%
3,280
-1,055
445
$233K 0.06%
5,170
+1,435
446
$232K 0.06%
4,435
-325
447
$230K 0.06%
4,225
+180
448
$230K 0.06%
8,925
+120
449
$227K 0.06%
3,295
+205
450
$226K 0.06%
4,547
-308
16 17
18
19 20