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
$497M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.87M
3
+$4.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.15M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.74M

Top Sells

1
+$3.59M
2
+$3.02M
3
+$2.78M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.33M
5
PG icon
Procter & Gamble
PG
+$1.28M

Sector Composition

1 Industrials 13.28%
2 Consumer Discretionary 12.16%
3 Financials 11.65%
4 Technology 11.37%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$127K 0.03%
5,536
+285
452
$127K 0.03%
1,345
-1,755
453
$126K 0.03%
7,340
-15,119
454
$126K 0.03%
6,825
+2,700
455
$125K 0.03%
24,211
-32,370
456
$125K 0.03%
959
+126
457
$125K 0.03%
1,270
-2,350
458
$124K 0.03%
11,589
-15,802
459
$123K 0.02%
1,508
-3,120
460
$122K 0.02%
3,372
+180
461
$122K 0.02%
35,780
-45,790
462
$122K 0.02%
4,870
-6,856
463
$121K 0.02%
4,415
-35,335
464
$120K 0.02%
1,250
-320
465
$120K 0.02%
3,290
-890
466
$119K 0.02%
1,800
+85
467
$119K 0.02%
9,650
-19,770
468
$118K 0.02%
+1,735
469
$118K 0.02%
2,575
-3,885
470
$117K 0.02%
2,313
471
$116K 0.02%
5,282
-10,645
472
$116K 0.02%
1,545
-8,343
473
$116K 0.02%
14,405
+1,710
474
$114K 0.02%
1,245
475
$113K 0.02%
2,425
-660
17 18
19
20 21