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
$337M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.95M
3
+$1.87M
4
RWM icon
ProShares Short Russell2000
RWM
+$1.69M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

Top Sells

1
+$7.03M
2
+$5.15M
3
+$4.54M
4
AAPL icon
Apple
AAPL
+$3.71M
5
AMZN icon
Amazon
AMZN
+$3.28M

Sector Composition

1 Consumer Discretionary 13.25%
2 Industrials 13.09%
3 Financials 11.18%
4 Technology 9.68%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$109K 0.03%
2,020
+625
452
$109K 0.03%
8,125
-50
453
$108K 0.03%
1,930
+390
454
$107K 0.03%
17
-3
455
$107K 0.03%
7,225
-1,331
456
$107K 0.03%
2,554
+330
457
$106K 0.03%
1,825
+270
458
$106K 0.03%
950
-45
459
$105K 0.03%
5,755
+1,450
460
$105K 0.03%
1,380
461
$105K 0.03%
2,155
-200
462
$104K 0.03%
3,325
+635
463
$103K 0.03%
1,885
464
$103K 0.03%
4,740
-2,900
465
$102K 0.03%
680
-50
466
$102K 0.03%
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467
$101K 0.03%
1,240
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468
$101K 0.03%
2,602
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469
$101K 0.03%
808
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470
$101K 0.03%
2,960
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471
$101K 0.03%
2,135
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472
$100K 0.03%
1,370
+285
473
$100K 0.03%
3,405
-233
474
$100K 0.03%
+530
475
$99K 0.03%
9,530
-60
17 18
19
20 21