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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$147K 0.03%
1,750
-8,750
427
$147K 0.03%
3,248
-2,512
428
$146K 0.03%
7,540
-15,425
429
$143K 0.03%
1,350
+120
430
$142K 0.03%
3,395
-6,505
431
$140K 0.03%
4,436
-4,453
432
$139K 0.03%
3,385
-10,287
433
$139K 0.03%
4,580
434
$139K 0.03%
1,340
-4,560
435
$138K 0.03%
3,785
-3,360
436
$138K 0.03%
3,150
-3,525
437
$138K 0.03%
6,200
-14,815
438
$138K 0.03%
6,425
-13,180
439
$138K 0.03%
10,210
+7,500
440
$135K 0.03%
24,420
-31,490
441
$134K 0.03%
1,253
-4,425
442
$133K 0.03%
2,585
443
$132K 0.03%
1,617
-3,360
444
$131K 0.03%
9,382
-14,403
445
$130K 0.03%
4,590
-9,500
446
$130K 0.03%
6,895
-14,175
447
$130K 0.03%
6,805
-12,515
448
$129K 0.03%
1,131
+60
449
$128K 0.03%
+1,970
450
$128K 0.03%
1,262
+65
16 17
18
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