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
$460M
AUM Growth
-$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.03M
3
+$2.71M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.32M
5
WRK
WestRock Company
WRK
+$1.97M

Top Sells

1
+$2.31M
2
+$2.29M
3
+$2.06M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.97M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Sector Composition

1 Consumer Discretionary 14.06%
2 Financials 12.51%
3 Industrials 12.51%
4 Technology 10.29%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$119K 0.03%
2,035
-1,215
427
$119K 0.03%
1,168
-50
428
$118K 0.03%
1,555
-185
429
$118K 0.03%
+7,430
430
$117K 0.03%
4,000
+495
431
$117K 0.03%
1,575
-20
432
$116K 0.03%
8,175
-220
433
$116K 0.03%
6,295
-2,070
434
$115K 0.03%
2,780
-25
435
$113K 0.02%
3,638
+1,045
436
$112K 0.02%
2,327
-835
437
$112K 0.02%
13,150
-6,750
438
$112K 0.02%
2,440
-60
439
$109K 0.02%
+2,635
440
$107K 0.02%
1,380
-330
441
$106K 0.02%
1,665
-105
442
$105K 0.02%
1,885
-175
443
$105K 0.02%
2,640
+105
444
$105K 0.02%
1,540
-100
445
$105K 0.02%
1,330
+160
446
$105K 0.02%
3,985
+225
447
$105K 0.02%
1,751
+180
448
$105K 0.02%
4,382
-123
449
$104K 0.02%
1,300
+245
450
$103K 0.02%
790
-260
16 17
18
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