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
$241M
AUM Growth
-$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.56M
3
+$1.45M
4
BAC icon
Bank of America
BAC
+$1.07M
5
AGN
Allergan plc
AGN
+$1.05M

Top Sells

1
+$1.28M
2
+$1.23M
3
+$1.2M
4
WU icon
Western Union
WU
+$1.16M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$1.15M

Sector Composition

1 Financials 17.05%
2 Industrials 12.32%
3 Consumer Discretionary 10.87%
4 Technology 10.7%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IP icon
451
International Paper
IP
$22.9B
$76K 0.03%
1,426
-132
MCK icon
452
McKesson
MCK
$104B
$76K 0.03%
460
-3,773
FANG icon
453
Diamondback Energy
FANG
$43.3B
$75K 0.03%
839
+59
SPLK
454
DELISTED
Splunk Inc
SPLK
$75K 0.03%
1,323
-187
IVZ icon
455
Invesco
IVZ
$13.1B
$74K 0.03%
2,101
-685
CPRT icon
456
Copart
CPRT
$39.7B
$73K 0.03%
9,156
-5,884
ECH icon
457
iShares MSCI Chile ETF
ECH
$1.14B
$73K 0.03%
1,750
-190
GGG icon
458
Graco
GGG
$14.6B
$73K 0.03%
2,010
-690
LEA icon
459
Lear
LEA
$6.28B
$73K 0.03%
513
-32
RCL icon
460
Royal Caribbean
RCL
$75.3B
$73K 0.03%
+670
DHI icon
461
D.R. Horton
DHI
$45.4B
$72K 0.03%
2,073
-87
LKQ icon
462
LKQ Corp
LKQ
$8.58B
$72K 0.03%
2,176
-784
SO icon
463
Southern Company
SO
$97.9B
$72K 0.03%
1,505
-590
NDSN icon
464
Nordson
NDSN
$15.2B
$71K 0.03%
584
-416
TRMB icon
465
Trimble
TRMB
$17.6B
$71K 0.03%
2,001
-7,754
DHC
466
Diversified Healthcare Trust
DHC
$1.43B
$70K 0.03%
3,418
-1,812
GPC icon
467
Genuine Parts
GPC
$19B
$70K 0.03%
755
-235
MTG icon
468
MGIC Investment
MTG
$5.91B
$70K 0.03%
6,260
+2,820
VER
469
DELISTED
VEREIT, Inc.
VER
$70K 0.03%
1,711
-871
A icon
470
Agilent Technologies
A
$39.6B
$69K 0.03%
+1,160
AHT
471
Ashford Hospitality Trust
AHT
$30.8M
$69K 0.03%
11
-7
MET icon
472
MetLife
MET
$50.6B
$68K 0.03%
1,391
-455
XL
473
DELISTED
XL Group Ltd.
XL
$68K 0.03%
+1,554
SPG icon
474
Simon Property Group
SPG
$60.4B
$67K 0.03%
413
-214
SVC
475
Service Properties Trust
SVC
$361M
$67K 0.03%
2,313
-1,307
17 18
19
20 21