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
$318M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
798
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.35M
3
+$2.78M
4
ENZL icon
iShares MSCI New Zealand ETF
ENZL
+$1.98M
5
WFC icon
Wells Fargo
WFC
+$1.16M

Top Sells

1
+$6.51M
2
+$4.81M
3
+$3.3M
4
ADT
ADT Corp
ADT
+$2.35M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.28M

Sector Composition

1 Industrials 12.02%
2 Consumer Discretionary 11.79%
3 Financials 11.27%
4 Technology 10.19%
5 Healthcare 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$97K 0.03%
3,845
-205
452
$96K 0.03%
+2,720
453
$95K 0.03%
2,584
-270
454
$94K 0.03%
388
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455
$94K 0.03%
1,155
-35
456
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-100
457
$94K 0.03%
2,630
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458
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1,645
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459
$92K 0.03%
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460
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690
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461
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$91K 0.03%
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463
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2,340
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464
$90K 0.03%
4,401
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465
$90K 0.03%
1,160
-25
466
$89K 0.03%
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468
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2,330
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469
$87K 0.03%
19,585
-1,035
470
$86K 0.03%
1,110
-165
471
$85K 0.03%
+1,275
472
$85K 0.03%
2,065
-240
473
$85K 0.03%
+2,650
474
$83K 0.03%
+1,680
475
$82K 0.03%
+1,135
17 18
19
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