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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$112K 0.04%
1,750
-1,695
427
$112K 0.04%
2,335
-85
428
$110K 0.04%
1,630
+845
429
$109K 0.04%
3,745
-80
430
$107K 0.04%
5,630
-1,675
431
$107K 0.04%
5,135
-1,415
432
$106K 0.03%
+1,245
433
$105K 0.03%
1,265
-45
434
$105K 0.03%
1,104
+154
435
$105K 0.03%
1,745
+435
436
$104K 0.03%
2,121
-7,629
437
$104K 0.03%
2,555
-345
438
$104K 0.03%
9,015
-2,825
439
$103K 0.03%
8,255
-3,035
440
$103K 0.03%
+728
441
$103K 0.03%
2,665
-420
442
$102K 0.03%
2,065
+160
443
$102K 0.03%
1,317
+152
444
$101K 0.03%
16,460
-920
445
$100K 0.03%
2,936
-2,595
446
$100K 0.03%
855
-845
447
$99K 0.03%
+2,645
448
$98K 0.03%
347
+59
449
$98K 0.03%
3,700
-150
450
$98K 0.03%
2,740
+140
16 17
18
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