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
$304M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2.06M
3
+$1.12M
4
CVS icon
CVS Health
CVS
+$1.07M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$773K

Top Sells

1
+$3.71M
2
+$3.24M
3
+$3.12M
4
INDA icon
iShares MSCI India ETF
INDA
+$2.78M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.1M

Sector Composition

1 Financials 14.58%
2 Industrials 13.86%
3 Consumer Discretionary 11.94%
4 Technology 11.01%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$97K 0.03%
1,645
452
$97K 0.03%
2,055
+210
453
$96K 0.03%
641
+497
454
$95K 0.03%
2,300
+1,220
455
$95K 0.03%
4,039
-1,255
456
$95K 0.03%
1,915
-150
457
$93K 0.03%
1,710
-60
458
$93K 0.03%
+4,795
459
$93K 0.03%
880
-45
460
$92K 0.03%
1,332
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461
$92K 0.03%
3,160
-250
462
$90K 0.03%
980
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463
$90K 0.03%
2,042
+1,140
464
$89K 0.03%
1,610
465
$89K 0.03%
+725
466
$89K 0.03%
1,596
+656
467
$88K 0.03%
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-237
468
$88K 0.03%
1,295
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469
$88K 0.03%
1,843
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470
$87K 0.03%
3,600
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471
$86K 0.03%
1,985
-150
472
$85K 0.03%
1,985
+535
473
$85K 0.03%
1,615
-130
474
$84K 0.03%
2,515
+1,675
475
$83K 0.03%
1,658
+140
17 18
19
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