IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.96M
3
+$2.91M
4
PNR icon
Pentair
PNR
+$2.29M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.72M

Top Sells

1
+$4.26M
2
+$4.24M
3
+$2.84M
4
URS
URS CORP
URS
+$2.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.03M

Sector Composition

1 Industrials 14.61%
2 Technology 10.8%
3 Consumer Discretionary 9.71%
4 Financials 9.65%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$225K 0.06%
3,320
-5,425
452
$225K 0.06%
2,655
-210
453
$224K 0.06%
3,840
-88
454
$222K 0.06%
1,015
+305
455
$222K 0.06%
11,111
-3,329
456
$221K 0.06%
6,935
+380
457
$218K 0.06%
5,760
+427
458
$217K 0.06%
10,880
+5,980
459
$215K 0.06%
4,851
+2,559
460
$214K 0.06%
8,860
+1,345
461
$214K 0.06%
5,685
+230
462
$211K 0.06%
4,763
+38
463
$211K 0.06%
2,975
-1,590
464
$209K 0.06%
2,015
+1,770
465
$209K 0.06%
+1,905
466
$205K 0.06%
2,508
+659
467
$200K 0.05%
9,500
-120
468
$199K 0.05%
+5,735
469
$197K 0.05%
2,574
-2,517
470
$195K 0.05%
+1,500
471
$193K 0.05%
8,175
+1,015
472
$191K 0.05%
2,380
+490
473
$187K 0.05%
3,725
+210
474
$187K 0.05%
+4,120
475
$185K 0.05%
2,170
-188
17 18
19
20 21