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
$500M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,272
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.1M
3
+$2.06M
4
RWM icon
ProShares Short Russell2000
RWM
+$2.01M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.91M

Top Sells

1
+$2.19M
2
+$2.08M
3
+$1.84M
4
ORCL icon
Oracle
ORCL
+$1.73M
5
ARG
Airgas Inc
ARG
+$1.56M

Sector Composition

1 Consumer Discretionary 13.39%
2 Industrials 12.83%
3 Financials 12.36%
4 Technology 10.11%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$124K 0.02%
1,640
+405
452
$124K 0.02%
2,410
+830
453
$124K 0.02%
4,505
+20
454
$123K 0.02%
1,530
-490
455
$123K 0.02%
5,210
+130
456
$123K 0.02%
2,150
-80
457
$122K 0.02%
2,535
-1,425
458
$122K 0.02%
2,640
+855
459
$120K 0.02%
+2,075
460
$120K 0.02%
1,990
-5
461
$120K 0.02%
2,115
-295
462
$120K 0.02%
3,360
+820
463
$120K 0.02%
3,654
-10
464
$120K 0.02%
1,710
-175
465
$120K 0.02%
2,690
+1,160
466
$119K 0.02%
2,210
-23,410
467
$119K 0.02%
2,139
-105
468
$118K 0.02%
1,770
+430
469
$117K 0.02%
1,770
+445
470
$117K 0.02%
1,665
+405
471
$117K 0.02%
11,340
+670
472
$116K 0.02%
10,781
-539
473
$116K 0.02%
2,805
+700
474
$115K 0.02%
1,395
-345
475
$115K 0.02%
1,571
+210
17 18
19
20 21