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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$140K 0.03%
22,475
-1,945
427
$140K 0.03%
3,260
-275
428
$139K 0.03%
6,145
-6,265
429
$137K 0.03%
4,233
-203
430
$136K 0.03%
10,155
-55
431
$134K 0.03%
5,230
-2,230
432
$133K 0.03%
2,230
-80
433
$131K 0.03%
9,266
+1,156
434
$131K 0.03%
13,932
+9,994
435
$130K 0.03%
1,204
-146
436
$130K 0.03%
1,245
-100
437
$129K 0.03%
1,390
-155
438
$129K 0.03%
5,857
+575
439
$128K 0.03%
2,325
-250
440
$127K 0.03%
10,670
+1,020
441
$127K 0.03%
2,244
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442
$126K 0.03%
1,677
+169
443
$125K 0.03%
2,540
+1,825
444
$123K 0.03%
1,840
+1,305
445
$123K 0.03%
11,320
-269
446
$122K 0.02%
22,306
-1,905
447
$122K 0.02%
9,011
-371
448
$122K 0.02%
2,410
+880
449
$121K 0.02%
1,995
-55
450
$121K 0.02%
4,485
-385
16 17
18
19 20