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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$144K 0.03%
1,356
-832
427
$143K 0.03%
+3,200
428
$143K 0.03%
4,224
+50
429
$141K 0.03%
7,295
+185
430
$140K 0.03%
8,475
+360
431
$139K 0.03%
1,218
+547
432
$139K 0.03%
+8,395
433
$139K 0.03%
30,720
+13,453
434
$139K 0.03%
+20,825
435
$139K 0.03%
8,610
+235
436
$139K 0.03%
3,240
-516
437
$138K 0.03%
7,835
+210
438
$137K 0.03%
3,237
+82
439
$135K 0.03%
5,890
+2,125
440
$134K 0.03%
+2,145
441
$133K 0.03%
8,654
-357
442
$133K 0.03%
1,185
-190
443
$133K 0.03%
2,235
-5
444
$132K 0.03%
3,535
+850
445
$132K 0.03%
1,856
+23
446
$130K 0.03%
2,500
+175
447
$128K 0.03%
2,060
-305
448
$127K 0.03%
2,086
-945
449
$125K 0.03%
971
+536
450
$124K 0.02%
1,742
+65
16 17
18
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