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
$489M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.65M
3
+$1.92M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.83M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.71M

Top Sells

1
+$4.71M
2
+$4.37M
3
+$3.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.84M
5
DTV
DIRECTV COM STK (DE)
DTV
+$2.31M

Sector Composition

1 Consumer Discretionary 14.21%
2 Industrials 13.74%
3 Financials 12.14%
4 Technology 10.69%
5 Healthcare 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$120K 0.02%
1,163
-87
452
$120K 0.02%
6,340
+1,205
453
$119K 0.02%
2,849
+244
454
$117K 0.02%
32,940
-2,840
455
$116K 0.02%
555
+470
456
$116K 0.02%
3,510
+390
457
$116K 0.02%
5,154
-1,046
458
$116K 0.02%
1,885
+50
459
$115K 0.02%
3,011
+224
460
$113K 0.02%
2,240
-90
461
$112K 0.02%
2,180
+50
462
$111K 0.02%
1,810
+145
463
$111K 0.02%
2,005
-80
464
$111K 0.02%
+2,116
465
$110K 0.02%
2,660
+195
466
$108K 0.02%
3,555
-1,025
467
$108K 0.02%
3,810
+640
468
$108K 0.02%
1,787
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469
$107K 0.02%
880
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470
$106K 0.02%
2,021
-292
471
$104K 0.02%
5,415
-1,640
472
$104K 0.02%
1,361
+135
473
$104K 0.02%
3,664
-120
474
$102K 0.02%
1,503
-232
475
$102K 0.02%
946
-294
17 18
19
20 21